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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,743 | $91,417+21.1% | $135,925-18.5% | $71,476+54.9% |
| Participation rate | 98.2% | 75.7%+22.5pp | 81.9%+16.3pp | 67.9%+30.3pp |
| Annual return | 9.65% | 29.90%-20.3pp | 68.25%-58.6pp | 28.85%-19.2pp |
| Employer contribution / active EE | $10,446 | $3,704+182.0% | $4,857+115.1% | $2,589+303.5% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,759-100.0% | $4,290-100.0% |
| Admin fee / account holder | $348 | $1,266-72.5% | $10,764-96.8% | $1,587-78.1% |