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 | $91,778 | $47,977+91.3% | $154,108-40.4% | $56,289+63.0% |
| Participation rate | 82.1% | 66.2%+15.9pp | 83.0%-1.0pp | 69.9%+12.2pp |
| Annual return | -5.77% | 3.54%-9.3pp | 735.21%-741.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,331 | $2,169-38.6% | $5,298-74.9% | $2,111-37.0% |
| Participant deferral / active EE | $2,422 | $2,392+1.3% | $5,081-52.3% | $3,350-27.7% |
| Admin fee / account holder | $9,618 | $438+2094.7% | $13,411-28.3% | $521+1746.1% |