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 | $69,143 | $71,197-2.9% | $93,669-26.2% | $80,925-14.6% |
| Participation rate | 89.7% | 60.4%+29.3pp | 68.7%+21.0pp | 67.7%+22.1pp |
| Annual return | 0.00% | 11.27%-11.3pp | 133.59%-133.6pp | 35.65%-35.6pp |
| Employer contribution / active EE | $1,224 | $1,565-21.8% | $2,424-49.5% | $2,756-55.6% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $623 | $6,959-91.0% | $8,291-92.5% | $6,940-91.0% |