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 | $27,952 | $77,816-64.1% | $123,549-77.4% | $64,181-56.4% |
| Participation rate | 90.1% | 74.7%+15.4pp | 82.3%+7.8pp | 69.6%+20.6pp |
| Annual return | -6.15% | 12.49%-18.6pp | 119.20%-125.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,120 | $3,014-29.7% | $4,628-54.2% | $2,381-11.0% |
| Participant deferral / active EE | $3,677 | $5,240-29.8% | $6,426-42.8% | $3,470+6.0% |
| Admin fee / account holder | $2,728 | $5,519-50.6% | $9,284-70.6% | $4,887-44.2% |