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 | $54,793 | $227,291-75.9% | $214,702-74.5% | $155,188-64.7% |
| Participation rate | 90.0% | 88.0%+2.0pp | 87.5%+2.5pp | 80.8%+9.2pp |
| Annual return | 20.81% | 60.08%-39.3pp | 54.55%-33.7pp | 148.84%-128.0pp |
| Employer contribution / active EE | $3,784 | $6,772-44.1% | $6,461-41.4% | $4,248-10.9% |
| Participant deferral / active EE | $11,172 | $9,582+16.6% | $9,147+22.1% | $6,531+71.1% |
| Admin fee / account holder | $5,975 | $20,413-70.7% | $19,830-69.9% | $14,480-58.7% |