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 | $54,014 | $84,236-35.9% | $170,435-68.3% | $70,126-23.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.74% | 23.06%-8.3pp | 205.94%-191.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,801 | $3,387-46.8% | $5,432-66.8% | $2,343-23.1% |
| Participant deferral / active EE | $3,841 | $3,086+24.5% | $4,939-22.2% | $3,332+15.3% |
| Admin fee / account holder | $2,180 | $5,698-61.7% | $13,881-84.3% | $4,645-53.1% |