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 | $48,707 | $50,498-3.5% | $75,784-35.7% | $55,191-11.7% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | 0.26% | 1.80%-1.5pp | 9.68%-9.4pp | 10.78%-10.5pp |
| Employer contribution / active EE | $2,901 | $2,291+26.6% | $3,323-12.7% | $1,899+52.8% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $304 | $123+147.2% | $5,300-94.3% | $91+235.0% |