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 | $55,785 | $150,412-62.9% | $120,574-53.7% | $145,884-61.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 22.57% | 154.50%-131.9pp | 107.42%-84.9pp | 551.85%-529.3pp |
| Employer contribution / active EE | $2,060 | $4,355-52.7% | $3,471-40.6% | $4,662-55.8% |
| Participant deferral / active EE | $26,750 | $6,175+333.2% | $4,996+435.4% | $6,690+299.9% |
| Admin fee / account holder | $481 | $12,224-96.1% | $9,445-94.9% | $13,392-96.4% |