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 | $82,339 | $117,829-30.1% | $102,423-19.6% | $145,877-43.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 30.89% | 31.83%-0.9pp | 29.42%+1.5pp | 551.28%-520.4pp |
| Employer contribution / active EE | $11,588 | $3,615+220.6% | $3,023+283.3% | $4,663+148.5% |
| Participant deferral / active EE | $7,204 | $5,732+25.7% | $5,054+42.5% | $6,691+7.7% |
| Admin fee / account holder | $1,130 | $13,335-91.5% | $9,455-88.0% | $13,402-91.6% |