Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,441 | $82,674-74.1% | $125,381-82.9% | $68,486-68.7% |
| Participation rate | 87.6% | 75.1%+12.6pp | 82.4%+5.3pp | 67.9%+19.7pp |
| Annual return | -10.33% | -5.97%-4.4pp | 572.31%-582.6pp | -7.85%-2.5pp |
| Employer contribution / active EE | $1,567 | $3,382-53.7% | $4,815-67.5% | $2,597-39.6% |
| Participant deferral / active EE | $4,370 | $6,111-28.5% | $7,448-41.3% | $4,028+8.5% |
| Admin fee / account holder | $2,017 | $6,277-67.9% | $10,007-79.8% | $5,404-62.7% |