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 | $41,541 | $95,415-56.5% | $185,851-77.6% | $85,851-51.6% |
| Participation rate | 91.8% | 68.8%+23.1pp | 81.7%+10.1pp | 69.3%+22.5pp |
| Annual return | 12.70% | 23.59%-10.9pp | 122.11%-109.4pp | 318.63%-305.9pp |
| Employer contribution / active EE | $858 | $3,314-74.1% | $5,168-83.4% | $2,565-66.5% |
| Participant deferral / active EE | $3,487 | $3,424+1.9% | $5,569-37.4% | $3,952-11.8% |
| Admin fee / account holder | $650 | $7,215-91.0% | $16,245-96.0% | $6,261-89.6% |