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 | $10,930 | $75,541-85.5% | $152,093-92.8% | $82,637-86.8% |
| Participation rate | 93.9% | 66.5%+27.4pp | 77.8%+16.2pp | 68.1%+25.9pp |
| Annual return | 24.92% | 32.56%-7.6pp | 66.36%-41.4pp | 53.51%-28.6pp |
| Employer contribution / active EE | $1,398 | $2,622-46.7% | $4,175-66.5% | $2,552-45.2% |
| Participant deferral / active EE | $2,379 | $3,206-25.8% | $5,451-56.4% | $4,126-42.3% |
| Admin fee / account holder | $316 | $6,405-95.1% | $14,497-97.8% | $7,339-95.7% |