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 | $101,160 | $166,268-39.2% | $165,100-38.7% | $145,897-30.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 19.01% | 100.52%-81.5pp | 70.21%-51.2pp | 552.29%-533.3pp |
| Employer contribution / active EE | $1,678 | $5,284-68.2% | $4,348-61.4% | $4,663-64.0% |
| Participant deferral / active EE | $15,756 | $6,964+126.2% | $6,035+161.1% | $6,689+135.5% |
| Admin fee / account holder | $775 | $16,659-95.3% | $12,696-93.9% | $13,390-94.2% |