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 | $54,286 | $105,200-48.4% | $159,474-66.0% | $85,847-36.8% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.8%+11.1pp | 69.3%+24.7pp |
| Annual return | 52.06% | 45.08%+7.0pp | 263.68%-211.6pp | 318.61%-266.5pp |
| Employer contribution / active EE | $3,893 | $3,319+17.3% | $4,831-19.4% | $2,565+51.8% |
| Participant deferral / active EE | $5,611 | $5,946-5.6% | $7,353-23.7% | $3,952+42.0% |
| Admin fee / account holder | $1,417 | $6,934-79.6% | $10,802-86.9% | $6,261-77.4% |