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 | $17,812 | $74,879,922-100.0% | $40,145,923-100.0% | $273,972-93.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 4.82% | 2.55%+2.3pp | 5.24%-0.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $5,832 | $2,350+148.1% | $1,844+216.3% | $4,869+19.8% |
| Participant deferral / active EE | $922 | $2,962-68.9% | $2,591-64.4% | $5,287-82.6% |
| Admin fee / account holder | $449 | $3,725-88.0% | $2,903-84.5% | $10,133-95.6% |