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 | $56,582 | $101,763-44.4% | $164,866-65.7% | $80,874-30.0% |
| Participation rate | 97.3% | 71.8%+25.5pp | 78.6%+18.7pp | 67.6%+29.7pp |
| Annual return | 120.82% | 16.73%+104.1pp | 69.97%+50.8pp | 35.62%+85.2pp |
| Employer contribution / active EE | $4,817 | $2,954+63.0% | $4,343+10.9% | $2,756+74.8% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,273 | $8,228-84.5% | $12,689-90.0% | $6,935-81.6% |