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 | $63,949-24.1% | $129,031-62.4% | $94,015-48.4% |
| Participation rate | 98.7% | 63.4%+35.3pp | 73.4%+25.4pp | 70.8%+27.9pp |
| Annual return | 0.00% | 17.56%-17.6pp | 34.67%-34.7pp | 17.84%-17.8pp |
| Employer contribution / active EE | $1,367 | $1,865-26.7% | $3,226-57.6% | $2,790-51.0% |
| Participant deferral / active EE | $0 | $3,686-100.0% | $5,217-100.0% | $4,249-100.0% |
| Admin fee / account holder | $859 | $5,523-84.4% | $13,208-93.5% | $8,951-90.4% |