Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,941 | $54,558-67.1% | $76,002-76.4% | $74,546-75.9% |
| Participation rate | 73.8% | 60.3%+13.5pp | 69.1%+4.7pp | 67.2%+6.6pp |
| Annual return | 19.67% | 31.83%-12.2pp | 360.07%-340.4pp | 1366.03%-1346.4pp |
| Employer contribution / active EE | $3,039 | $1,778+71.0% | $2,688+13.1% | $2,624+15.8% |
| Participant deferral / active EE | $3,954 | $3,065+29.0% | $4,257-7.1% | $4,347-9.1% |
| Admin fee / account holder | $379 | $2,232-83.0% | $6,414-94.1% | $1,944-80.5% |