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 | $55,199 | $46,732+18.1% | $156,551-64.7% | $55,167+0.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 8.86% | 17.72%-8.9pp | 32.23%-23.4pp | 169.23%-160.4pp |
| Employer contribution / active EE | $3,101 | $2,105+47.3% | $5,501-43.6% | $1,963+58.0% |
| Participant deferral / active EE | $2,484 | $2,204+12.7% | $4,871-49.0% | $3,054-18.7% |
| Admin fee / account holder | $3,143 | $418+651.1% | $13,028-75.9% | $504+523.7% |