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 | $175,626 | $125,237+40.2% | $105,608+66.3% | $145,877+20.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.78% | 225.76%-208.0pp | 116.50%-98.7pp | 551.28%-533.5pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,438 | $5,711+30.3% | $5,010+48.5% | $6,691+11.2% |
| Admin fee / account holder | $66,349 | $17,287+283.8% | $11,028+501.6% | $13,402+395.1% |