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 | $80,499 | $77,817+3.4% | $123,553-34.8% | $64,173+25.4% |
| Participation rate | 96.5% | 74.7%+21.8pp | 82.3%+14.2pp | 69.6%+26.9pp |
| Annual return | -5.43% | 12.49%-17.9pp | 119.21%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $5,760 | $3,014+91.1% | $4,628+24.5% | $2,381+141.9% |
| Participant deferral / active EE | $7,859 | $5,240+50.0% | $6,426+22.3% | $3,470+126.5% |
| Admin fee / account holder | $2,781 | $5,519-49.6% | $9,284-70.1% | $4,887-43.1% |