Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $77,800 | $65,428+18.9% | $169,397-54.1% | $71,529+8.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 77.2%+22.8pp | 67.9%+32.1pp |
| Annual return | 16.34% | 21.35%-5.0pp | 406.23%-389.9pp | 28.97%-12.6pp |
| Employer contribution / active EE | $9,182 | $2,064+344.9% | $4,013+128.8% | $2,590+254.5% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $6,223-100.0% | $4,291-100.0% |
| Admin fee / account holder | $2,141 | $1,328+61.2% | $9,017-76.3% | $1,588+34.8% |