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 | $89,899 | $129,737-30.7% | $119,126-24.5% | $154,746-41.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.99% | 379.08%-360.1pp | 282.11%-263.1pp | 172.34%-153.3pp |
| Employer contribution / active EE | $18,064 | $4,375+312.9% | $4,034+347.8% | $4,379+312.5% |
| Participant deferral / active EE | $22,932 | $5,842+292.5% | $5,318+331.2% | $6,730+240.7% |
| Admin fee / account holder | $963 | $11,961-91.9% | $10,693-91.0% | $14,365-93.3% |