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 | $71,460 | $55,472+28.8% | $155,567-54.1% | $74,546-4.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 16.51% | 268.72%-252.2pp | 64.74%-48.2pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $3,108 | $2,269+37.0% | $4,674-33.5% | $2,624+18.4% |
| Participant deferral / active EE | $3,177 | $2,838+12.0% | $5,628-43.5% | $4,347-26.9% |
| Admin fee / account holder | $439 | $1,743-74.8% | $15,916-97.2% | $1,944-77.4% |