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 | $159,900 | $98,776+61.9% | $149,745+6.8% | $79,856+100.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.66% | 27.38%-10.7pp | 276.72%-260.1pp | 31.71%-15.0pp |
| Employer contribution / active EE | $5,686 | $3,217+76.7% | $4,646+22.4% | $2,471+130.1% |
| Participant deferral / active EE | $8,157 | $5,681+43.6% | $6,843+19.2% | $3,741+118.1% |
| Admin fee / account holder | $23,608 | $6,053+290.0% | $9,312+153.5% | $5,306+344.9% |