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 | $21,905 | $73,940-70.4% | $96,496-77.3% | $75,173-70.9% |
| Participation rate | 97.6% | 66.4%+31.1pp | 74.3%+23.2pp | 67.2%+30.4pp |
| Annual return | 0.00% | 26.71%-26.7pp | 35.70%-35.7pp | 160.65%-160.7pp |
| Employer contribution / active EE | $34,375 | $2,929+1073.5% | $3,738+819.6% | $2,670+1187.3% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,794 | $5,216-27.3% | $6,731-43.6% | $5,651-32.9% |