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 | $16,561 | $57,073-71.0% | $85,126-80.5% | $80,925-79.5% |
| Participation rate | 86.1% | 56.4%+29.7pp | 67.5%+18.6pp | 67.7%+18.5pp |
| Annual return | 16.18% | 21.69%-5.5pp | 66.63%-50.4pp | 35.65%-19.5pp |
| Employer contribution / active EE | $3,663 | $1,801+103.4% | $2,731+34.1% | $2,756+32.9% |
| Participant deferral / active EE | $5,918 | $3,113+90.1% | $4,523+30.8% | $4,299+37.7% |
| Admin fee / account holder | $736 | $4,988-85.3% | $6,160-88.1% | $6,940-89.4% |