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 | $11,778 | $77,920-84.9% | $149,723-92.1% | $75,177-84.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 23.48% | 31.72%-8.2pp | 134.50%-111.0pp | 160.75%-137.3pp |
| Employer contribution / active EE | $1,814 | $3,138-42.2% | $4,821-62.4% | $2,671-32.1% |
| Participant deferral / active EE | $2,848 | $3,411-16.5% | $5,682-49.9% | $4,126-31.0% |
| Admin fee / account holder | $2,552 | $5,951-57.1% | $13,215-80.7% | $5,651-54.8% |