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 | $62,209 | $65,453-5.0% | $86,698-28.2% | $66,938-7.1% |
| Participation rate | 72.0% | 75.5%-3.4pp | 76.6%-4.6pp | 69.8%+2.2pp |
| Annual return | -16.98% | -10.89%-6.1pp | 35.95%-52.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,512 | $2,154-29.8% | $2,837-46.7% | $2,545-40.6% |
| Participant deferral / active EE | $2,767 | $4,102-32.5% | $4,656-40.6% | $4,238-34.7% |
| Admin fee / account holder | $4,185 | $642+552.0% | $7,493-44.1% | $594+605.1% |