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 | $67,479 | $85,196-20.8% | $76,383-11.7% | $145,897-53.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 11.45% | 13.13%-1.7pp | 13.79%-2.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $14,668 | $5,268+178.5% | $4,587+219.8% | $4,663+214.6% |
| Participant deferral / active EE | $0 | $6,386-100.0% | $5,474-100.0% | $6,689-100.0% |
| Admin fee / account holder | $13,475 | $5,786+132.9% | $5,147+161.8% | $13,390+0.6% |