Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $102,957 | $42,910+139.9% | $60,919+69.0% | $68,490+50.3% |
| Participation rate | 94.4% | 66.8%+27.6pp | 73.1%+21.3pp | 67.9%+26.5pp |
| Annual return | -12.79% | -13.99%+1.2pp | 16.96%-29.8pp | -7.85%-4.9pp |
| Employer contribution / active EE | $2,991 | $1,978+51.2% | $2,704+10.6% | $2,597+15.2% |
| Participant deferral / active EE | $916 | $2,866-68.0% | $3,814-76.0% | $4,028-77.3% |
| Admin fee / account holder | $2,704 | $3,104-12.9% | $3,228-16.2% | $5,403-50.0% |