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 | $26,056 | $59,456-56.2% | $93,669-72.2% | $74,429-65.0% |
| Participation rate | 88.6% | 59.6%+28.9pp | 68.7%+19.8pp | 67.2%+21.4pp |
| Annual return | 15.78% | 82.00%-66.2pp | 133.59%-117.8pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $1,052 | $1,266-16.9% | $2,424-56.6% | $2,625-59.9% |
| Participant deferral / active EE | $2,943 | $3,052-3.6% | $4,416-33.4% | $4,348-32.3% |
| Admin fee / account holder | $1,216 | $3,026-59.8% | $8,291-85.3% | $1,944-37.5% |