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 | $39,569 | $172,111-77.0% | $150,298-73.7% | $137,256-71.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 116.00% | 69.37%+46.6pp | 62.79%+53.2pp | 220.34%-104.3pp |
| Employer contribution / active EE | $5,302 | $4,636+14.4% | $4,154+27.6% | $4,156+27.6% |
| Participant deferral / active EE | $11,975 | $6,166+94.2% | $5,453+119.6% | $6,407+86.9% |
| Admin fee / account holder | $963 | $16,471-94.2% | $14,116-93.2% | $12,270-92.2% |