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 | $31,032 | $65,361-52.5% | $92,903-66.6% | $72,983-57.5% |
| Participation rate | 87.3% | 68.3%+19.0pp | 76.0%+11.3pp | 69.5%+17.9pp |
| Annual return | 28.01% | 42.11%-14.1pp | 109.43%-81.4pp | 81.01%-53.0pp |
| Employer contribution / active EE | $2,032 | $2,594-21.7% | $3,653-44.4% | $2,440-16.7% |
| Participant deferral / active EE | $4,375 | $3,128+39.9% | $4,238+3.2% | $3,608+21.3% |
| Admin fee / account holder | $3,923 | $4,251-7.7% | $5,795-32.3% | $5,124-23.4% |