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 | $97,403 | $73,546+32.4% | $63,018+54.6% | $147,586-34.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 37.75% | 175.56%-137.8pp | 87.62%-49.9pp | 578.59%-540.8pp |
| Employer contribution / active EE | $3,156 | $3,324-5.0% | $2,761+14.3% | $4,876-35.3% |
| Participant deferral / active EE | $2,391 | $4,185-42.9% | $3,330-28.2% | $5,439-56.0% |
| Admin fee / account holder | $8,479 | $5,956+42.4% | $3,601+135.5% | $10,886-22.1% |