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 | $71,320 | $75,962-6.1% | $154,111-53.7% | $64,173+11.1% |
| Participation rate | 96.2% | 70.4%+25.8pp | 83.0%+13.2pp | 69.6%+26.6pp |
| Annual return | -7.73% | 30.32%-38.1pp | 735.18%-742.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $6,272 | $3,350+87.2% | $5,298+18.4% | $2,381+163.4% |
| Participant deferral / active EE | $5,257 | $3,175+65.6% | $5,081+3.5% | $3,470+51.5% |
| Admin fee / account holder | $9,961 | $5,589+78.2% | $13,411-25.7% | $4,887+103.8% |