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 | $81,331+4.7% | $155,534-45.2% | $80,935+5.2% |
| Participation rate | 74.6% | 66.3%+8.4pp | 78.2%-3.6pp | 67.7%+7.0pp |
| Annual return | 10.92% | 33.37%-22.4pp | 64.92%-54.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $2,259 | $3,105-27.2% | $4,675-51.7% | $2,757-18.1% |
| Participant deferral / active EE | $2,856 | $3,454-17.3% | $5,630-49.3% | $4,299-33.6% |
| Admin fee / account holder | $8,582 | $7,999+7.3% | $15,900-46.0% | $6,924+23.9% |