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 | $199,564 | $110,083+81.3% | $151,639+31.6% | $68,486+191.4% |
| Participation rate | 91.7% | 84.0%+7.7pp | 87.5%+4.2pp | 67.9%+23.8pp |
| Annual return | -12.75% | -10.12%-2.6pp | 3.34%-16.1pp | -7.85%-4.9pp |
| Employer contribution / active EE | $4,410 | $4,470-1.3% | $6,165-28.5% | $2,597+69.8% |
| Participant deferral / active EE | $16,263 | $6,526+149.2% | $8,363+94.4% | $4,028+303.8% |
| Admin fee / account holder | $20,322 | $7,718+163.3% | $11,613+75.0% | $5,404+276.1% |