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 | $17,064 | $47,105-63.8% | $68,368-75.0% | $67,986-74.9% |
| Participation rate | 71.6% | 51.8%+19.8pp | 73.8%-2.2pp | 57.2%+14.3pp |
| Annual return | 23.07% | 48.37%-25.3pp | 292.57%-269.5pp | 31.67%-8.6pp |
| Employer contribution / active EE | $1,214 | $1,859-34.7% | $2,649-54.2% | $2,019-39.9% |
| Participant deferral / active EE | $2,189 | $2,374-7.8% | $4,123-46.9% | $3,358-34.8% |
| Admin fee / account holder | $1,363 | $2,435-44.0% | $5,150-73.5% | $3,203-57.4% |