Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,623 | $84,482-69.7% | $125,363-79.6% | $66,930-61.7% |
| Participation rate | 86.1% | 76.4%+9.7pp | 82.4%+3.7pp | 69.8%+16.3pp |
| Annual return | -13.96% | -8.49%-5.5pp | 572.15%-586.1pp | 1.57%-15.5pp |
| Employer contribution / active EE | $4,391 | $3,553+23.6% | $4,815-8.8% | $2,545+72.5% |
| Participant deferral / active EE | $9,539 | $6,782+40.7% | $7,447+28.1% | $4,238+125.1% |
| Admin fee / account holder | $2,417 | $685+252.9% | $10,005-75.8% | $593+307.3% |