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 | $36,444 | $51,223-28.9% | $82,763-56.0% | $66,949-45.6% |
| Participation rate | 85.5% | 67.9%+17.6pp | 72.6%+12.9pp | 69.8%+15.6pp |
| Annual return | -12.37% | -9.85%-2.5pp | 702.45%-714.8pp | 1.57%-13.9pp |
| Employer contribution / active EE | $3,965 | $2,611+51.9% | $3,008+31.8% | $2,545+55.8% |
| Participant deferral / active EE | $3,301 | $3,460-4.6% | $4,395-24.9% | $4,239-22.1% |
| Admin fee / account holder | $926 | $415+122.8% | $5,325-82.6% | $594+56.0% |