Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $96,924 | $49,177+97.1% | $79,466+22.0% | $64,173+51.0% |
| Participation rate | 97.6% | 65.0%+32.6pp | 73.3%+24.3pp | 69.6%+28.0pp |
| Annual return | -5.53% | -1.16%-4.4pp | 718.28%-723.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $7,200 | $2,076+246.8% | $2,800+157.1% | $2,381+202.4% |
| Participant deferral / active EE | $8,484 | $2,821+200.7% | $3,704+129.1% | $3,470+144.5% |
| Admin fee / account holder | $8,824 | $3,839+129.9% | $5,104+72.9% | $4,887+80.5% |