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 | $80,359 | $72,404+11.0% | $110,241-27.1% | $64,181+25.2% |
| Participation rate | 97.7% | 73.3%+24.4pp | 79.8%+17.9pp | 69.6%+28.2pp |
| Annual return | -2.47% | -6.29%+3.8pp | 314.75%-317.2pp | 7.63%-10.1pp |
| Employer contribution / active EE | $4,282 | $2,282+87.7% | $3,827+11.9% | $2,381+79.8% |
| Participant deferral / active EE | $4,759 | $3,469+37.2% | $4,672+1.9% | $3,470+37.2% |
| Admin fee / account holder | $7,194 | $5,664+27.0% | $8,548-15.8% | $4,887+47.2% |