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 | $81,666 | $77,908+4.8% | $149,696-45.4% | $75,173+8.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.48% | 31.73%-15.2pp | 134.46%-118.0pp | 160.72%-144.2pp |
| Employer contribution / active EE | $2,727 | $3,138-13.1% | $4,821-43.4% | $2,671+2.1% |
| Participant deferral / active EE | $3,948 | $3,411+15.7% | $5,682-30.5% | $4,126-4.3% |
| Admin fee / account holder | $19,127 | $5,950+221.5% | $13,212+44.8% | $5,651+238.5% |