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 | $22,510 | $58,275-61.4% | $81,844-72.5% | $80,935-72.2% |
| Participation rate | 96.8% | 63.5%+33.3pp | 72.4%+24.4pp | 67.7%+29.1pp |
| Annual return | 13.03% | 41.82%-28.8pp | 778.87%-765.8pp | 35.66%-22.6pp |
| Employer contribution / active EE | $3,524 | $2,346+50.2% | $2,916+20.8% | $2,757+27.8% |
| Participant deferral / active EE | $4,168 | $3,285+26.9% | $4,323-3.6% | $4,299-3.1% |
| Admin fee / account holder | $4,817 | $4,749+1.4% | $7,355-34.5% | $6,924-30.4% |