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 | $116,746 | $149,040-21.7% | $120,225-2.9% | $137,256-14.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.85% | 605.68%-591.8pp | 439.23%-425.4pp | 220.34%-206.5pp |
| Employer contribution / active EE | $12,798 | $4,350+194.2% | $3,475+268.2% | $4,156+207.9% |
| Participant deferral / active EE | $15,500 | $4,655+233.0% | $3,999+287.6% | $6,407+141.9% |
| Admin fee / account holder | $3,905 | $6,348-38.5% | $5,696-31.5% | $12,270-68.2% |