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 | $43,906 | $75,962-42.2% | $154,108-71.5% | $64,173-31.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 22.94% | 30.32%-7.4pp | 735.21%-712.3pp | 7.63%+15.3pp |
| Employer contribution / active EE | $2,480 | $3,350-26.0% | $5,298-53.2% | $2,381+4.2% |
| Participant deferral / active EE | $5,177 | $3,175+63.1% | $5,081+1.9% | $3,470+49.2% |
| Admin fee / account holder | $5,962 | $5,589+6.7% | $13,411-55.5% | $4,887+22.0% |