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 | $97,284 | $73,839+31.8% | $143,788-32.3% | $68,495+42.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.74% | 1.01%-18.7pp | -0.03%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $5,782 | $3,184+81.6% | $4,952+16.8% | $2,596+122.7% |
| Participant deferral / active EE | $5,820 | $3,384+72.0% | $5,638+3.2% | $4,028+44.5% |
| Admin fee / account holder | $946 | $5,755-83.6% | $14,675-93.6% | $5,403-82.5% |