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 | $212,873 | $183,592+15.9% | $155,574+36.8% | $145,877+45.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.10% | 61.37%-52.3pp | 64.87%-55.8pp | 551.28%-542.2pp |
| Employer contribution / active EE | $24,167 | $5,317+354.5% | $4,676+416.9% | $4,663+418.3% |
| Participant deferral / active EE | $12,506 | $6,466+93.4% | $5,629+122.2% | $6,691+86.9% |
| Admin fee / account holder | $1,580 | $19,316-91.8% | $15,914-90.1% | $13,402-88.2% |