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 | $42,227 | $197,819-78.7% | $155,789-72.9% | $125,388-66.3% |
| Participation rate | 95.7% | 82.1%+13.6pp | 76.1%+19.6pp | 83.2%+12.5pp |
| Annual return | -0.71% | 86.73%-87.4pp | 71.54%-72.2pp | 282.24%-283.0pp |
| Employer contribution / active EE | $838 | $4,850-82.7% | $3,839-78.2% | $4,866-82.8% |
| Participant deferral / active EE | $2,256 | $5,631-59.9% | $4,798-53.0% | $5,352-57.8% |
| Admin fee / account holder | $4,554 | $9,544-52.3% | $7,477-39.1% | $9,541-52.3% |