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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,750 | $154,754-89.2% | $124,206-86.5% | $138,895-87.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 17.84% | 709.28%-691.4pp | 515.27%-497.4pp | 145.39%-127.6pp |
| Employer contribution / active EE | $53,681 | $4,446+1107.3% | $3,540+1416.3% | $4,194+1179.9% |
| Participant deferral / active EE | $86,144 | $4,621+1764.2% | $3,968+2071.2% | $6,396+1246.8% |
| Admin fee / account holder | $474 | $6,690-92.9% | $5,929-92.0% | $12,562-96.2% |