Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,263 | $24,891-54.7% | $69,632-83.8% | $74,478-84.9% |
| Participation rate | 80.7% | 63.4%+17.3pp | 66.4%+14.3pp | 67.2%+13.5pp |
| Annual return | 16.29% | 18.53%-2.2pp | 101.32%-85.0pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $428 | $1,005-57.4% | $1,708-74.9% | $2,626-83.7% |
| Participant deferral / active EE | $1,596 | $1,908-16.4% | $2,889-44.8% | $4,350-63.3% |
| Admin fee / account holder | $1,113 | $1,904-41.6% | $4,695-76.3% | $1,946-42.8% |