Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,389 | $59,116-70.6% | $86,438-79.9% | $68,486-74.6% |
| Participation rate | 93.5% | 75.2%+18.3pp | 80.3%+13.2pp | 67.9%+25.7pp |
| Annual return | -17.13% | -0.23%-16.9pp | 4397.19%-4414.3pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $12,561 | $5,902+112.8% | $6,952+80.7% | $4,028+211.9% |
| Admin fee / account holder | $574 | $5,639-89.8% | $6,733-91.5% | $5,404-89.4% |