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.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,597 | $98,760+105.1% | $149,715+35.3% | $79,858+153.7% |
| Participation rate | 86.4% | 75.8%+10.6pp | 82.5%+3.9pp | 69.6%+16.7pp |
| Annual return | 16.39% | 27.43%-11.0pp | 276.66%-260.3pp | 31.72%-15.3pp |
| Employer contribution / active EE | $2,373 | $3,217-26.2% | $4,645-48.9% | $2,471-4.0% |
| Participant deferral / active EE | $6,460 | $5,681+13.7% | $6,842-5.6% | $3,740+72.7% |
| Admin fee / account holder | $357 | $6,053-94.1% | $9,310-96.2% | $5,306-93.3% |