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 | $177,974 | $110,337+61.3% | $102,383+73.8% | $145,877+22.0% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 23.12% | 24.83%-1.7pp | 24.94%-1.8pp | 551.28%-528.2pp |
| Employer contribution / active EE | $3,404 | $4,216-19.3% | $3,870-12.1% | $4,663-27.0% |
| Participant deferral / active EE | $8,300 | $5,621+47.7% | $5,060+64.0% | $6,691+24.0% |
| Admin fee / account holder | $1,284 | $9,750-86.8% | $8,391-84.7% | $13,402-90.4% |