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 | $143,489 | $71,873+99.6% | $86,698+65.5% | $68,490+109.5% |
| Participation rate | 91.6% | 72.2%+19.3pp | 76.6%+15.0pp | 67.9%+23.7pp |
| Annual return | -13.86% | 3.54%-17.4pp | 35.96%-49.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $2,037 | $2,173-6.3% | $2,837-28.2% | $2,597-21.5% |
| Participant deferral / active EE | $3,910 | $3,779+3.5% | $4,656-16.0% | $4,028-2.9% |
| Admin fee / account holder | $46,292 | $6,110+657.6% | $7,492+517.9% | $5,403+756.8% |