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 | $28,944 | $60,165-51.9% | $74,184-61.0% | $55,167-47.5% |
| Participation rate | 85.7% | 74.2%+11.6pp | 76.6%+9.1pp | 69.0%+16.7pp |
| Annual return | 11.89% | 10.00%+1.9pp | 17.74%-5.8pp | 169.23%-157.3pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,274 | $2,973+10.1% | $3,550-7.8% | $3,054+7.2% |
| Admin fee / account holder | $504 | $419+20.2% | $5,586-91.0% | $5040% |