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 | $74,781 | $77,816-3.9% | $123,552-39.5% | $64,173+16.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.80% | 12.49%-15.3pp | 119.20%-122.0pp | 7.63%-10.4pp |
| Employer contribution / active EE | $3,107 | $3,014+3.1% | $4,628-32.9% | $2,381+30.5% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,881 | $5,519+133.4% | $9,285+38.7% | $4,887+163.6% |