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 | $41,463 | $114,013-63.6% | $103,693-60.0% | $155,188-73.3% |
| Participation rate | 93.8% | 75.2%+18.6pp | 72.6%+21.1pp | 80.8%+12.9pp |
| Annual return | 22.18% | 49.31%-27.1pp | 47.61%-25.4pp | 148.84%-126.7pp |
| Employer contribution / active EE | $2,960 | $3,131-5.5% | $2,920+1.4% | $4,248-30.3% |
| Participant deferral / active EE | $2,672 | $4,970-46.2% | $4,579-41.6% | $6,531-59.1% |
| Admin fee / account holder | $385 | $8,407-95.4% | $7,858-95.1% | $14,480-97.3% |