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 | $121,133 | $48,277+150.9% | $67,511+79.4% | $80,874+49.8% |
| Participation rate | 97.6% | 66.4%+31.2pp | 72.9%+24.7pp | 67.6%+30.0pp |
| Annual return | 12.46% | 18.27%-5.8pp | 3517.41%-3504.9pp | 35.62%-23.2pp |
| Employer contribution / active EE | $9,519 | $2,021+370.9% | $2,733+248.4% | $2,756+245.4% |
| Participant deferral / active EE | $6,804 | $2,926+132.5% | $4,000+70.1% | $4,297+58.4% |
| Admin fee / account holder | $11,668 | $3,687+216.4% | $3,999+191.8% | $6,935+68.2% |