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 | $88,778-24.6% | $81,844-18.2% | $145,884-54.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1033.03%-1033.0pp | 778.87%-778.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $6,717 | $3,087+117.6% | $2,916+130.3% | $4,662+44.1% |
| Participant deferral / active EE | $778 | $4,648-83.3% | $4,323-82.0% | $6,690-88.4% |
| Admin fee / account holder | $380 | $8,430-95.5% | $7,355-94.8% | $13,392-97.2% |