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 | $66,959 | $88,710-24.5% | $81,783-18.1% | $145,959-54.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1027.26%-1027.3pp | 775.05%-775.1pp | 561.95%-561.9pp |
| Employer contribution / active EE | $6,717 | $3,083+117.8% | $2,913+130.6% | $4,661+44.1% |
| Participant deferral / active EE | $778 | $4,645-83.3% | $4,320-82.0% | $6,689-88.4% |
| Admin fee / account holder | $380 | $8,407-95.5% | $7,380-94.9% | $13,398-97.2% |