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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,827 | $105,200-46.0% | $159,474-64.4% | $85,847-33.8% |
| Participation rate | 71.3% | 75.8%-4.5pp | 82.8%-11.6pp | 69.3%+1.9pp |
| Annual return | 22.48% | 45.08%-22.6pp | 263.68%-241.2pp | 318.61%-296.1pp |
| Employer contribution / active EE | $1,815 | $3,319-45.3% | $4,831-62.4% | $2,565-29.3% |
| Participant deferral / active EE | $7,331 | $5,946+23.3% | $7,353-0.3% | $3,952+85.5% |
| Admin fee / account holder | $5,048 | $6,934-27.2% | $10,802-53.3% | $6,261-19.4% |