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 | $79,765 | $59,111+34.9% | $86,451-7.7% | $68,490+16.5% |
| Participation rate | 98.8% | 75.2%+23.6pp | 80.3%+18.5pp | 67.9%+30.9pp |
| Annual return | -17.03% | -0.22%-16.8pp | 4398.51%-4415.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $2,755 | $2,519+9.4% | $3,770-26.9% | $2,597+6.1% |
| Participant deferral / active EE | $10,103 | $5,900+71.2% | $6,953+45.3% | $4,028+150.8% |
| Admin fee / account holder | $7,372 | $5,640+30.7% | $6,734+9.5% | $5,403+36.4% |