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 | $21,045 | $88,702-76.3% | $81,780-74.3% | $145,978-85.6% |
| Participation rate | 86.4% | 75.0%+11.3pp | 72.4%+14.0pp | 80.3%+6.1pp |
| Annual return | 20.71% | 1029.12%-1008.4pp | 776.27%-755.6pp | 550.52%-529.8pp |
| Employer contribution / active EE | $3,498 | $3,084+13.4% | $2,914+20.1% | $4,662-25.0% |
| Participant deferral / active EE | $10,568 | $4,645+127.5% | $4,321+144.6% | $6,690+58.0% |
| Admin fee / account holder | $1,635 | $8,414-80.6% | $7,384-77.9% | $13,400-87.8% |