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 | $144,104 | $42,909+235.8% | $60,906+136.6% | $68,486+110.4% |
| Participation rate | 95.7% | 66.8%+28.9pp | 73.1%+22.6pp | 67.9%+27.8pp |
| Annual return | -11.74% | -13.99%+2.3pp | 16.94%-28.7pp | -7.85%-3.9pp |
| Employer contribution / active EE | $5,612 | $1,979+183.6% | $2,703+107.6% | $2,597+116.1% |
| Participant deferral / active EE | $6,374 | $2,866+122.4% | $3,814+67.1% | $4,028+58.3% |
| Admin fee / account holder | $2,268 | $3,104-26.9% | $3,227-29.7% | $5,404-58.0% |