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 | $46,028 | $82,678-44.3% | $125,391-63.3% | $68,490-32.8% |
| Participation rate | 95.9% | 75.1%+20.9pp | 82.4%+13.6pp | 67.9%+28.0pp |
| Annual return | -19.01% | -5.97%-13.0pp | 572.41%-591.4pp | -7.85%-11.2pp |
| Employer contribution / active EE | $3,858 | $3,382+14.1% | $4,816-19.9% | $2,597+48.6% |
| Participant deferral / active EE | $9,346 | $6,111+52.9% | $7,448+25.5% | $4,028+132.0% |
| Admin fee / account holder | $11,871 | $6,277+89.1% | $10,009+18.6% | $5,403+119.7% |