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 | $114,946 | $102,609+12.0% | $98,090+17.2% | $138,895-17.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 18.77% | 36.44%-17.7pp | 37.05%-18.3pp | 145.39%-126.6pp |
| Employer contribution / active EE | $20,851 | $3,867+439.2% | $3,606+478.2% | $4,194+397.1% |
| Participant deferral / active EE | $7,833 | $8,167-4.1% | $7,845-0.1% | $6,396+22.5% |
| Admin fee / account holder | $737 | $11,434-93.6% | $11,815-93.8% | $12,562-94.1% |