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 | $66,786 | $198,217-66.3% | $118,106-43.5% | - |
| Participation rate | 85.9% | 59.1%+26.7pp | 81.9%+4.0pp | - |
| Annual return | 11.43% | 9.45%+2.0pp | 19.44%-8.0pp | - |
| Employer contribution / active EE | $1,041 | $1,858-44.0% | $4,698-77.9% | - |
| Participant deferral / active EE | $6,837 | $3,727+83.5% | $6,619+3.3% | - |
| Admin fee / account holder | $6,989 | $27,022-74.1% | $8,973-22.1% | - |