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 | $146,170 | $183,516-20.4% | $155,534-6.0% | $145,884+0.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.63% | 61.43%-49.8pp | 64.92%-53.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,792 | $5,315-47.5% | $4,675-40.3% | $4,662-40.1% |
| Participant deferral / active EE | $30,500 | $6,467+371.7% | $5,630+441.7% | $6,690+355.9% |
| Admin fee / account holder | $1,513 | $19,293-92.2% | $15,900-90.5% | $13,392-88.7% |