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 | $76,913 | $84,493-9.0% | $125,381-38.7% | $66,938+14.9% |
| Participation rate | 77.1% | 76.4%+0.7pp | 82.4%-5.3pp | 69.8%+7.3pp |
| Annual return | -17.14% | -8.49%-8.7pp | 572.31%-589.5pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,341 | $3,554-62.3% | $4,815-72.1% | $2,545-47.3% |
| Participant deferral / active EE | $7,427 | $6,783+9.5% | $7,448-0.3% | $4,238+75.2% |
| Admin fee / account holder | $493 | $685-28.0% | $10,007-95.1% | $594-16.9% |