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 | $41,488 | $78,707-47.3% | $117,861-64.8% | $70,126-40.8% |
| Participation rate | 98.6% | 73.2%+25.4pp | 79.7%+18.9pp | 69.5%+29.0pp |
| Annual return | 14.92% | 23.30%-8.4pp | 335.11%-320.2pp | 73.15%-58.2pp |
| Employer contribution / active EE | $725 | $2,223-67.4% | $3,786-80.9% | $2,343-69.1% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,659 | $5,066-67.3% | $8,021-79.3% | $4,645-64.3% |