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 | $117,262 | $209,336-44.0% | $197,124-40.5% | $137,256-14.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.69% | 48.09%-24.4pp | 44.34%-20.7pp | 220.34%-196.7pp |
| Employer contribution / active EE | $3,559 | $6,591-46.0% | $6,227-42.9% | $4,156-14.4% |
| Participant deferral / active EE | $10,333 | $9,614+7.5% | $9,135+13.1% | $6,407+61.3% |
| Admin fee / account holder | $980 | $17,308-94.3% | $16,298-94.0% | $12,270-92.0% |