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 | $132,050 | $110,410+19.6% | $102,437+28.9% | $145,897-9.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 24.85%-24.9pp | 24.95%-24.9pp | 552.29%-552.3pp |
| Employer contribution / active EE | $2,000 | $4,217-52.6% | $3,871-48.3% | $4,663-57.1% |
| Participant deferral / active EE | $7,667 | $5,622+36.4% | $5,060+51.5% | $6,689+14.6% |
| Admin fee / account holder | $529 | $9,745-94.6% | $8,388-93.7% | $13,390-96.0% |