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 | $22,170 | $53,162-58.3% | $91,225-75.7% | $68,486-67.6% |
| Participation rate | 98.6% | 63.2%+35.4pp | 73.2%+25.4pp | 67.9%+30.8pp |
| Annual return | -16.60% | -3.14%-13.5pp | 114.12%-130.7pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,292 | $1,709+34.1% | $2,851-19.6% | $2,597-11.7% |
| Participant deferral / active EE | $3,290 | $2,974+10.6% | $4,233-22.3% | $4,028-18.3% |
| Admin fee / account holder | $988 | $4,493-78.0% | $5,422-81.8% | $5,404-81.7% |