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 | $122,054 | $160,028-23.7% | $147,080-17.0% | $145,884-16.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.52% | 98.60%-87.1pp | 420.17%-408.6pp | 551.85%-540.3pp |
| Employer contribution / active EE | $3,461 | $5,286-34.5% | $4,933-29.8% | $4,662-25.8% |
| Participant deferral / active EE | $4,429 | $8,422-47.4% | $8,066-45.1% | $6,690-33.8% |
| Admin fee / account holder | $10,190 | $15,030-32.2% | $12,989-21.6% | $13,392-23.9% |