Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,382 | $77,638-71.2% | $156,551-85.7% | $62,881-64.4% |
| Participation rate | 85.4% | 71.2%+14.2pp | 84.0%+1.4pp | 69.3%+16.1pp |
| Annual return | 14.44% | 50.33%-35.9pp | 32.23%-17.8pp | 20.14%-5.7pp |
| Employer contribution / active EE | $1,422 | $3,444-58.7% | $5,501-74.2% | $2,281-37.7% |
| Participant deferral / active EE | $1,749 | $3,046-42.6% | $4,871-64.1% | $3,203-45.4% |
| Admin fee / account holder | $988 | $5,561-82.2% | $13,028-92.4% | $4,296-77.0% |