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 | $236,345 | $61,166+286.4% | $185,849+27.2% | $79,391+197.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 13.93% | 19.45%-5.5pp | 122.10%-108.2pp | 116.88%-103.0pp |
| Employer contribution / active EE | $10,105 | $2,321+335.4% | $5,169+95.5% | $2,428+316.2% |
| Participant deferral / active EE | $7,820 | $2,789+180.4% | $5,569+40.4% | $4,046+93.3% |
| Admin fee / account holder | $886 | $710+24.8% | $16,244-94.5% | $627+41.3% |