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 | $127,535 | $76,696+66.3% | $96,515+32.1% | $71,511+78.3% |
| Participation rate | 94.3% | 66.6%+27.7pp | 74.3%+19.9pp | 67.9%+26.4pp |
| Annual return | 0.00% | 48.32%-48.3pp | 35.73%-35.7pp | 28.86%-28.9pp |
| Employer contribution / active EE | $34,331 | $3,032+1032.5% | $3,740+818.1% | $2,589+1226.0% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $2,231 | $2,030+9.9% | $6,735-66.9% | $1,588+40.4% |