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 | $74,865 | $82,674-9.4% | $125,363-40.3% | $68,495+9.3% |
| Participation rate | 98.5% | 75.0%+23.4pp | 82.4%+16.1pp | 67.9%+30.6pp |
| Annual return | -14.99% | -5.97%-9.0pp | 572.15%-587.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $18,750 | $3,382+454.5% | $4,815+289.4% | $2,596+622.1% |
| Participant deferral / active EE | $11,870 | $6,111+94.2% | $7,447+59.4% | $4,028+194.7% |
| Admin fee / account holder | $9,225 | $6,276+47.0% | $10,005-7.8% | $5,403+70.7% |