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 | $98,604 | $166,242-40.7% | $165,071-40.3% | $145,884-32.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.16% | 100.44%-89.3pp | 70.17%-59.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $10,584 | $5,283+100.3% | $4,347+143.5% | $4,662+127.0% |
| Participant deferral / active EE | $15,250 | $6,964+119.0% | $6,035+152.7% | $6,690+128.0% |
| Admin fee / account holder | $537 | $16,658-96.8% | $12,695-95.8% | $13,392-96.0% |