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 | $63,332 | $117,846-46.3% | $102,434-38.2% | $145,884-56.6% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 10.10% | 31.90%-21.8pp | 29.46%-19.4pp | 551.85%-541.7pp |
| Employer contribution / active EE | $2,341 | $3,615-35.2% | $3,023-22.6% | $4,662-49.8% |
| Participant deferral / active EE | $6,154 | $5,733+7.3% | $5,055+21.7% | $6,690-8.0% |
| Admin fee / account holder | $35,856 | $13,356+168.5% | $9,462+278.9% | $13,392+167.7% |