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 | $24,557 | $61,660-60.2% | $80,022-69.3% | $64,173-61.7% |
| Participation rate | 94.4% | 71.7%+22.8pp | 75.8%+18.6pp | 69.6%+24.9pp |
| Annual return | -6.48% | -0.33%-6.1pp | 11.22%-17.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $607 | $1,810-66.5% | $2,468-75.4% | $2,381-74.5% |
| Participant deferral / active EE | $2,635 | $2,968-11.2% | $3,686-28.5% | $3,470-24.1% |
| Admin fee / account holder | $1,988 | $5,417-63.3% | $6,521-69.5% | $4,887-59.3% |