Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $62,207 | $58,093+7.1% | $80,022-22.3% | $56,289+10.5% |
| Participation rate | 76.9% | 73.6%+3.3pp | 75.8%+1.1pp | 69.9%+7.1pp |
| Annual return | -3.43% | 34.63%-38.1pp | 11.22%-14.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $2,194 | $1,933+13.5% | $2,468-11.1% | $2,111+3.9% |
| Participant deferral / active EE | $7,057 | $3,136+125.0% | $3,686+91.5% | $3,350+110.7% |
| Admin fee / account holder | $4,983 | $623+700.4% | $6,521-23.6% | $521+856.6% |