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 | $136,685 | $58,726+132.7% | $92,240+48.2% | $62,293+119.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 25.47% | 43.62%-18.1pp | 176.29%-150.8pp | 28.90%-3.4pp |
| Employer contribution / active EE | $5,554 | $2,392+132.2% | $3,680+50.9% | $2,042+172.0% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $885 | $556+59.1% | $5,194-83.0% | $479+84.7% |