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 | $48,526 | $57,590-15.7% | $86,233-43.7% | $82,448-41.1% |
| Participation rate | 98.7% | 57.9%+40.9pp | 69.0%+29.7pp | 68.1%+30.7pp |
| Annual return | 0.00% | 22.41%-22.4pp | 61.39%-61.4pp | 41.64%-41.6pp |
| Employer contribution / active EE | $1,367 | $1,655-17.4% | $2,504-45.4% | $2,551-46.4% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $859 | $4,730-81.8% | $8,342-89.7% | $7,234-88.1% |