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 | $34,890 | $59,191-41.1% | $76,767-54.6% | $56,289-38.0% |
| Participation rate | 78.6% | 75.2%+3.4pp | 77.0%+1.6pp | 69.9%+8.7pp |
| Annual return | -2.27% | 6.62%-8.9pp | 2.43%-4.7pp | -9.96%+7.7pp |
| Employer contribution / active EE | $1,233 | $1,759-29.9% | $2,485-50.4% | $2,111-41.6% |
| Participant deferral / active EE | $2,955 | $3,255-9.2% | $3,852-23.3% | $3,350-11.8% |
| Admin fee / account holder | $3,378 | $489+590.6% | $6,675-49.4% | $521+548.5% |