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 | $164,899 | $111,785+47.5% | $93,669+76.0% | $145,877+13.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.09% | 203.79%-189.7pp | 133.59%-119.5pp | 551.28%-537.2pp |
| Employer contribution / active EE | $12,626 | $3,096+307.8% | $2,424+421.0% | $4,663+170.8% |
| Participant deferral / active EE | $31,667 | $4,919+543.8% | $4,416+617.1% | $6,691+373.3% |
| Admin fee / account holder | $1,243 | $10,256-87.9% | $8,291-85.0% | $13,402-90.7% |