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 | $201,564 | $183,539+9.8% | $155,556+29.6% | $145,897+38.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.02% | 61.31%-38.3pp | 64.84%-41.8pp | 552.29%-529.3pp |
| Employer contribution / active EE | $10,278 | $5,315+93.4% | $4,675+119.8% | $4,663+120.4% |
| Participant deferral / active EE | $8,125 | $6,467+25.6% | $5,631+44.3% | $6,689+21.5% |
| Admin fee / account holder | $215,041 | $19,275+1015.7% | $15,885+1253.7% | $13,390+1505.9% |