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 | $86,511 | $58,391+48.2% | $76,657+12.9% | $72,975+18.5% |
| Participation rate | 98.8% | 67.4%+31.4pp | 72.1%+26.7pp | 69.5%+29.3pp |
| Annual return | 55.97% | 2306.65%-2250.7pp | 1166.74%-1110.8pp | 81.01%-25.0pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,856 | $2,690+154.8% | $3,335+105.5% | $3,608+90.0% |
| Admin fee / account holder | $10,108 | $4,014+151.8% | $6,423+57.4% | $5,124+97.3% |