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 | $28,520 | $84,236-66.1% | $170,435-83.3% | $70,126-59.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.21% | 23.06%-2.9pp | 205.94%-185.7pp | 73.15%-52.9pp |
| Employer contribution / active EE | $1,581 | $3,387-53.3% | $5,432-70.9% | $2,343-32.5% |
| Participant deferral / active EE | $2,211 | $3,086-28.3% | $4,939-55.2% | $3,332-33.6% |
| Admin fee / account holder | $2,617 | $5,698-54.1% | $13,881-81.1% | $4,645-43.7% |