Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,454 | $52,450-61.0% | $129,384-84.2% | $74,459-72.5% |
| Participation rate | 74.4% | 53.8%+20.6pp | 69.6%+4.8pp | 67.2%+7.2pp |
| Annual return | 40.28% | 15.65%+24.6pp | 9461.77%-9421.5pp | 1369.70%-1329.4pp |
| Employer contribution / active EE | $1,329 | $1,532-13.3% | $4,153-68.0% | $2,626-49.4% |
| Participant deferral / active EE | $5,067 | $2,797+81.1% | $4,166+21.6% | $4,350+16.5% |
| Admin fee / account holder | $1,206 | $2,636-54.2% | $7,686-84.3% | $1,945-38.0% |