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 | $38,758 | $89,367-56.6% | $141,191-72.5% | $72,975-46.9% |
| Participation rate | 97.8% | 75.1%+22.7pp | 82.5%+15.3pp | 69.5%+28.3pp |
| Annual return | 26.03% | 111.87%-85.8pp | 71.41%-45.4pp | 81.01%-55.0pp |
| Employer contribution / active EE | $2,908 | $3,115-6.6% | $4,736-38.6% | $2,440+19.2% |
| Participant deferral / active EE | $3,957 | $5,419-27.0% | $6,710-41.0% | $3,608+9.7% |
| Admin fee / account holder | $579 | $5,957-90.3% | $10,264-94.4% | $5,124-88.7% |