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 | $41,860 | $72,446-42.2% | $67,561-38.0% | $145,877-71.3% |
| Participation rate | 92.9% | 76.9%+16.0pp | 72.9%+20.0pp | 80.3%+12.6pp |
| Annual return | 11.06% | 7211.98%-7200.9pp | 3525.44%-3514.4pp | 551.28%-540.2pp |
| Employer contribution / active EE | $3,441 | $3,072+12.0% | $2,735+25.8% | $4,663-26.2% |
| Participant deferral / active EE | $3,831 | $4,785-19.9% | $4,003-4.3% | $6,691-42.7% |
| Admin fee / account holder | $1,690 | $5,541-69.5% | $4,006-57.8% | $13,402-87.4% |