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 | $85,167 | $81,358+4.7% | $155,556-45.3% | $80,959+5.2% |
| Participation rate | 74.6% | 66.3%+8.4pp | 78.2%-3.6pp | 67.7%+7.0pp |
| Annual return | 10.92% | 33.39%-22.5pp | 64.84%-53.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $2,259 | $3,106-27.3% | $4,675-51.7% | $2,757-18.1% |
| Participant deferral / active EE | $2,856 | $3,455-17.3% | $5,631-49.3% | $4,300-33.6% |
| Admin fee / account holder | $8,582 | $7,994+7.4% | $15,885-46.0% | $6,925+23.9% |