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 | $79,439 | $66,302+19.8% | $110,243-27.9% | $56,287+41.1% |
| Participation rate | 85.6% | 74.9%+10.7pp | 79.8%+5.8pp | 69.9%+15.7pp |
| Annual return | -3.22% | -1.18%-2.0pp | 314.76%-318.0pp | -9.96%+6.7pp |
| Employer contribution / active EE | $3,032 | $2,047+48.1% | $3,827-20.8% | $2,111+43.6% |
| Participant deferral / active EE | $7,475 | $3,381+121.1% | $4,672+60.0% | $3,350+123.1% |
| Admin fee / account holder | $2,980 | $698+326.6% | $8,548-65.1% | $521+472.0% |