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 | $44,057 | $82,674-46.7% | $125,381-64.9% | $68,486-35.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.63% | -5.97%-10.7pp | 572.31%-588.9pp | -7.85%-8.8pp |
| Employer contribution / active EE | $3,453 | $3,382+2.1% | $4,815-28.3% | $2,597+33.0% |
| Participant deferral / active EE | $3,955 | $6,111-35.3% | $7,448-46.9% | $4,028-1.8% |
| Admin fee / account holder | $563 | $6,277-91.0% | $10,007-94.4% | $5,404-89.6% |