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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,418 | $88,360+159.6% | $145,433+57.7% | $67,986+237.5% |
| Participation rate | 95.6% | 65.5%+30.1pp | 82.1%+13.5pp | 57.2%+38.4pp |
| Annual return | 14.71% | 63.15%-48.4pp | 66.58%-51.9pp | 31.67%-17.0pp |
| Employer contribution / active EE | $7,589 | $3,054+148.5% | $4,554+66.6% | $2,019+275.9% |
| Participant deferral / active EE | $3,386 | $5,932-42.9% | $7,897-57.1% | $3,358+0.8% |
| Admin fee / account holder | $309 | $3,313-90.7% | $13,129-97.6% | $3,203-90.4% |