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 | $60,630 | $62,583-3.1% | $76,767-21.0% | $64,173-5.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.74% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,973 | $1,832+62.3% | $2,485+19.6% | $2,381+24.9% |
| Participant deferral / active EE | $2,805 | $3,145-10.8% | $3,852-27.2% | $3,470-19.2% |
| Admin fee / account holder | $4,185 | $4,667-10.3% | $6,675-37.3% | $4,887-14.4% |