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 | $64,603 | $65,453-1.3% | $86,698-25.5% | $66,938-3.5% |
| Participation rate | 88.6% | 75.5%+13.1pp | 76.6%+12.0pp | 69.8%+18.8pp |
| Annual return | -12.95% | -10.89%-2.1pp | 35.95%-48.9pp | 1.58%-14.5pp |
| Employer contribution / active EE | $2,226 | $2,154+3.3% | $2,837-21.5% | $2,545-12.6% |
| Participant deferral / active EE | $7,946 | $4,102+93.7% | $4,656+70.7% | $4,238+87.5% |
| Admin fee / account holder | $1,030 | $642+60.5% | $7,493-86.3% | $594+73.6% |