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 | $65,714 | $81,476-19.3% | $102,383-35.8% | $80,925-18.8% |
| Participation rate | 98.6% | 66.8%+31.8pp | 74.5%+24.1pp | 67.7%+31.0pp |
| Annual return | 0.00% | 25.59%-25.6pp | 24.94%-24.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $2,232 | $3,105-28.1% | $3,870-42.3% | $2,756-19.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $492 | $6,717-92.7% | $8,391-94.1% | $6,940-92.9% |