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 | $228,227 | $82,972+175.1% | $103,374+120.8% | $77,671+193.8% |
| Participation rate | 87.7% | 71.5%+16.1pp | 74.5%+13.1pp | 70.6%+17.1pp |
| Annual return | 42.50% | 19.14%+23.4pp | 24.89%+17.6pp | 31.21%+11.3pp |
| Employer contribution / active EE | $9,320 | $3,554+162.2% | $3,869+140.9% | $2,726+241.8% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $12,782 | $639+1901.6% | $8,394+52.3% | $430+2869.8% |