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 | $140,593 | $154,754-9.2% | $124,206+13.2% | $138,895+1.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 15.46% | 709.28%-693.8pp | 515.27%-499.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $61,067 | $4,446+1273.4% | $3,540+1625.0% | $4,194+1356.0% |
| Participant deferral / active EE | $23,900 | $4,621+417.2% | $3,968+502.4% | $6,396+273.7% |
| Admin fee / account holder | $1,561 | $6,690-76.7% | $5,929-73.7% | $12,562-87.6% |