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 | $167,986 | $183,539-8.5% | $155,556+8.0% | $145,897+15.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 61.31%-61.3pp | 64.84%-64.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $12,150 | $5,315+128.6% | $4,675+159.9% | $4,663+160.6% |
| Participant deferral / active EE | $39,400 | $6,467+509.3% | $5,631+599.7% | $6,689+489.0% |
| Admin fee / account holder | $12,687 | $19,275-34.2% | $15,885-20.1% | $13,390-5.3% |