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 | $153,065 | $211,239-27.5% | $178,528-14.3% | $145,877+4.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.76% | 30.22%-8.5pp | 27.11%-5.4pp | 551.28%-529.5pp |
| Employer contribution / active EE | $3,699 | $4,570-19.1% | $3,950-6.4% | $4,663-20.7% |
| Participant deferral / active EE | $23,000 | $6,963+230.3% | $6,278+266.3% | $6,691+243.8% |
| Admin fee / account holder | $1,770 | $12,095-85.4% | $10,419-83.0% | $13,402-86.8% |