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 | $29,588 | $72,404-59.1% | $110,243-73.2% | $64,173-53.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.50% | -6.29%+1.8pp | 314.76%-319.3pp | 7.63%-12.1pp |
| Employer contribution / active EE | $960 | $2,282-57.9% | $3,827-74.9% | $2,381-59.7% |
| Participant deferral / active EE | $3,010 | $3,469-13.2% | $4,672-35.6% | $3,470-13.2% |
| Admin fee / account holder | $678 | $5,664-88.0% | $8,548-92.1% | $4,887-86.1% |