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 | $35,787 | $76,608-53.3% | $56,077-36.2% | $145,877-75.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.80% | 3009.59%-3000.8pp | 1709.28%-1700.5pp | 551.28%-542.5pp |
| Employer contribution / active EE | $1,191 | $1,382-13.8% | $1,040+14.5% | $4,663-74.5% |
| Participant deferral / active EE | $7,073 | $2,624+169.5% | $1,954+262.0% | $6,691+5.7% |
| Admin fee / account holder | $657 | $3,325-80.2% | $2,825-76.7% | $13,402-95.1% |