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 | $52,227 | $203,209-74.3% | $159,474-67.3% | - |
| Participation rate | 0.0% | 77.0%-77.0pp | 82.8%-82.8pp | - |
| Annual return | 10.58% | 10.23%+0.4pp | 263.68%-253.1pp | - |
| Employer contribution / active EE | $0 | $2,919-100.0% | $4,831-100.0% | - |
| Participant deferral / active EE | $0 | $5,954-100.0% | $7,353-100.0% | - |
| Admin fee / account holder | $879 | $10,627-91.7% | $10,802-91.9% | - |