Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $49,049 | $91,536-46.4% | $130,062-62.3% | $75,177-34.8% |
| Participation rate | 94.3% | 71.5%+22.9pp | 78.5%+15.8pp | 67.2%+27.1pp |
| Annual return | 25.09% | -631.62%+656.7pp | -137.37%+162.5pp | 160.75%-135.7pp |
| Employer contribution / active EE | $1,747 | $2,845-38.6% | $4,322-59.6% | $2,671-34.6% |
| Participant deferral / active EE | $5,865 | $4,343+35.1% | $5,821+0.8% | $4,126+42.1% |
| Admin fee / account holder | $1,581 | $6,780-76.7% | $10,601-85.1% | $5,651-72.0% |