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 | $33,082 | $82,674-60.0% | $125,381-73.6% | $68,486-51.7% |
| Participation rate | 92.9% | 75.1%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -15.53% | -5.97%-9.6pp | 572.31%-587.8pp | -7.85%-7.7pp |
| Employer contribution / active EE | $2,838 | $3,382-16.1% | $4,815-41.1% | $2,597+9.3% |
| Participant deferral / active EE | $4,814 | $6,111-21.2% | $7,448-35.4% | $4,028+19.5% |
| Admin fee / account holder | $2,787 | $6,277-55.6% | $10,007-72.2% | $5,404-48.4% |