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 | $126,568 | $183,539-31.0% | $155,556-18.6% | $145,897-13.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 39.80% | 61.31%-21.5pp | 64.84%-25.0pp | 552.29%-512.5pp |
| Employer contribution / active EE | $11,786 | $5,315+121.7% | $4,675+152.1% | $4,663+152.8% |
| Participant deferral / active EE | $7,625 | $6,467+17.9% | $5,631+35.4% | $6,689+14.0% |
| Admin fee / account holder | $1,165 | $19,275-94.0% | $15,885-92.7% | $13,390-91.3% |