Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,436 | $50,947-18.7% | $74,549-44.4% | $64,173-35.4% |
| Participation rate | 79.2% | 61.1%+18.2pp | 69.1%+10.1pp | 69.6%+9.7pp |
| Annual return | 8.80% | -1.85%+10.7pp | 32.53%-23.7pp | 7.63%+1.2pp |
| Employer contribution / active EE | $834 | $1,115-25.2% | $1,961-57.5% | $2,381-65.0% |
| Participant deferral / active EE | $2,527 | $2,302+9.8% | $3,108-18.7% | $3,470-27.2% |
| Admin fee / account holder | $597 | $4,221-85.8% | $5,059-88.2% | $4,887-87.8% |