Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,315 | $76,551-60.4% | $123,894-75.5% | $62,881-51.8% |
| Participation rate | 98.1% | 73.0%+25.2pp | 81.4%+16.7pp | 69.3%+28.8pp |
| Annual return | 11.52% | 18.68%-7.2pp | 47.52%-36.0pp | 20.14%-8.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,269 | $4,840-11.8% | $5,984-28.7% | $3,203+33.3% |
| Admin fee / account holder | $618 | $4,826-87.2% | $8,357-92.6% | $4,296-85.6% |