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 | $21,977 | $43,338-49.3% | $59,887-63.3% | $64,173-65.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 10.23% | -1.55%+11.8pp | 3.46%+6.8pp | 7.63%+2.6pp |
| Employer contribution / active EE | $2,933 | $2,030+44.5% | $2,722+7.7% | $2,381+23.2% |
| Participant deferral / active EE | $2,612 | $2,547+2.5% | $3,402-23.2% | $3,470-24.7% |
| Admin fee / account holder | $2,891 | $3,007-3.9% | $3,591-19.5% | $4,887-40.8% |