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 | $38,463 | $64,729-40.6% | $112,263-65.7% | $68,490-43.8% |
| Participation rate | 87.5% | 67.2%+20.3pp | 75.1%+12.4pp | 67.9%+19.6pp |
| Annual return | -16.13% | -11.40%-4.7pp | 27.49%-43.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,195 | $2,746-20.1% | $3,636-39.6% | $2,597-15.5% |
| Participant deferral / active EE | $1,585 | $3,566-55.5% | $4,729-66.5% | $4,028-60.6% |
| Admin fee / account holder | $1,396 | $5,222-73.3% | $6,410-78.2% | $5,403-74.2% |