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 | $52,778 | $160,028-67.0% | $147,080-64.1% | $145,884-63.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 102.88% | 98.60%+4.3pp | 420.17%-317.3pp | 551.85%-449.0pp |
| Employer contribution / active EE | $7,548 | $5,286+42.8% | $4,933+53.0% | $4,662+61.9% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,828 | $15,030-67.9% | $12,989-62.8% | $13,392-63.9% |