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 | $70,483 | $73,863-4.6% | $143,797-51.0% | $68,490+2.9% |
| Participation rate | 94.8% | 66.7%+28.1pp | 80.3%+14.5pp | 67.9%+26.9pp |
| Annual return | -16.85% | 0.91%-17.8pp | -0.04%-16.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $2,950 | $3,185-7.4% | $4,952-40.4% | $2,597+13.6% |
| Participant deferral / active EE | $5,519 | $3,385+63.1% | $5,638-2.1% | $4,028+37.0% |
| Admin fee / account holder | $4,676 | $5,756-18.8% | $14,679-68.1% | $5,403-13.5% |