Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
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 | $31,327 | $95,915-67.3% | $79,580-60.6% | $134,532-76.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -0.88% | -2.71%+1.8pp | 0.15%-1.0pp | 418.27%-419.1pp |
| Employer contribution / active EE | $1,200 | $3,129-61.6% | $2,413-50.3% | $4,741-74.7% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $460 | $9,132-95.0% | $6,835-93.3% | $11,429-96.0% |