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 | $30,693 | $83,369-63.2% | $105,223-70.8% | $67,986-54.9% |
| Participation rate | 71.6% | 56.3%+15.4pp | 75.0%-3.4pp | 57.2%+14.4pp |
| Annual return | 14.67% | 24.64%-10.0pp | 180.65%-166.0pp | 31.67%-17.0pp |
| Employer contribution / active EE | $990 | $2,541-61.0% | $3,689-73.2% | $2,019-51.0% |
| Participant deferral / active EE | $2,605 | $3,295-20.9% | $5,072-48.6% | $3,358-22.4% |
| Admin fee / account holder | $2,231 | $4,073-45.2% | $8,859-74.8% | $3,203-30.3% |