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 | $38,475 | $114,013-66.3% | $103,693-62.9% | $155,188-75.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 27.01% | 49.31%-22.3pp | 47.61%-20.6pp | 148.84%-121.8pp |
| Employer contribution / active EE | $6,579 | $3,131+110.1% | $2,920+125.3% | $4,248+54.9% |
| Participant deferral / active EE | $12,528 | $4,970+152.1% | $4,579+173.6% | $6,531+91.8% |
| Admin fee / account holder | $775 | $8,407-90.8% | $7,858-90.1% | $14,480-94.6% |