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 | $30,131 | $81,262-62.9% | $155,602-80.6% | $80,911-62.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 45.69% | 33.34%+12.4pp | 64.81%-19.1pp | 35.63%+10.1pp |
| Employer contribution / active EE | $3,498 | $3,102+12.8% | $4,675-25.2% | $2,756+26.9% |
| Participant deferral / active EE | $7,136 | $3,451+106.8% | $5,629+26.8% | $4,297+66.1% |
| Admin fee / account holder | $1,827 | $7,992-77.1% | $15,923-88.5% | $6,935-73.7% |