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 | $35,640 | $102,429-65.2% | $147,096-75.8% | $80,925-56.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.03% | 135.02%-120.0pp | 419.75%-404.7pp | 35.65%-20.6pp |
| Employer contribution / active EE | $5,182 | $3,716+39.5% | $4,936+5.0% | $2,756+88.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,618 | $7,957-79.7% | $13,005-87.6% | $6,940-76.7% |