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 | $40,325 | $82,678-51.2% | $125,391-67.8% | $68,490-41.1% |
| Participation rate | 91.5% | 75.1%+16.5pp | 82.4%+9.2pp | 67.9%+23.7pp |
| Annual return | -15.68% | -5.97%-9.7pp | 572.41%-588.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,687 | $3,382-50.1% | $4,816-65.0% | $2,597-35.0% |
| Participant deferral / active EE | $4,785 | $6,111-21.7% | $7,448-35.8% | $4,028+18.8% |
| Admin fee / account holder | $4,840 | $6,277-22.9% | $10,009-51.6% | $5,403-10.4% |