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 | $118,203 | $174,379-32.2% | $152,093-22.3% | $138,895-14.9% |
| Participation rate | 72.7% | 81.6%-8.9pp | 77.8%-5.0pp | 79.9%-7.2pp |
| Annual return | 15.57% | 74.86%-59.3pp | 66.36%-50.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $4,199 | $4,652-9.7% | $4,175+0.6% | $4,194+0.1% |
| Participant deferral / active EE | $6,969 | $6,159+13.1% | $5,451+27.8% | $6,396+9.0% |
| Admin fee / account holder | $4,978 | $16,880-70.5% | $14,497-65.7% | $12,562-60.4% |