Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,413 | $97,125-92.4% | $86,233-91.4% | $137,256-94.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 28.80% | 74.19%-45.4pp | 61.39%-32.6pp | 220.34%-191.5pp |
| Employer contribution / active EE | $2,485 | $2,841-12.5% | $2,504-0.8% | $4,156-40.2% |
| Participant deferral / active EE | $2,485 | $5,180-52.0% | $4,559-45.5% | $6,407-61.2% |
| Admin fee / account holder | $1,472 | $9,725-84.9% | $8,342-82.4% | $12,270-88.0% |