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 | $92,839 | $73,863+25.7% | $143,797-35.4% | $68,490+35.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.34% | 0.91%-16.3pp | -0.04%-15.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $6,155 | $3,185+93.3% | $4,952+24.3% | $2,597+137.0% |
| Participant deferral / active EE | $4,829 | $3,385+42.7% | $5,638-14.4% | $4,028+19.9% |
| Admin fee / account holder | $9,158 | $5,756+59.1% | $14,679-37.6% | $5,403+69.5% |