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 | $34,883 | $81,446-57.2% | $103,374-66.3% | $80,874-56.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 73.27% | 25.57%+47.7pp | 24.89%+48.4pp | 35.62%+37.7pp |
| Employer contribution / active EE | $7,653 | $3,107+146.3% | $3,869+97.8% | $2,756+177.7% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,855 | $6,715-27.7% | $8,394-42.2% | $6,935-30.0% |