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 | $119,159 | $101,653+17.2% | $147,080-19.0% | $74,459+60.0% |
| Participation rate | 98.2% | 75.6%+22.7pp | 82.2%+16.0pp | 67.2%+31.0pp |
| Annual return | 7.50% | 8754.98%-8747.5pp | 420.17%-412.7pp | 1369.70%-1362.2pp |
| Employer contribution / active EE | $10,488 | $3,813+175.0% | $4,933+112.6% | $2,626+299.4% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $416 | $1,752-76.2% | $12,989-96.8% | $1,945-78.6% |