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 | $34,218 | $75,832-54.9% | $147,617-76.8% | $59,633-42.6% |
| Participation rate | 83.0% | 71.6%+11.4pp | 84.6%-1.6pp | 68.7%+14.3pp |
| Annual return | 1.03% | 0.37%+0.7pp | 61.98%-61.0pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $891 | $3,131-71.5% | $4,895-81.8% | $3,192-72.1% |
| Admin fee / account holder | $2,044 | $5,986-65.9% | $11,612-82.4% | $4,297-52.4% |