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 | $57,266 | $52,961+8.1% | $172,752-66.9% | $65,185-12.1% |
| Participation rate | 76.6% | 66.2%+10.4pp | 82.6%-6.0pp | 70.2%+6.4pp |
| Annual return | 24.27% | 30.12%-5.9pp | 802.97%-778.7pp | 29.38%-5.1pp |
| Employer contribution / active EE | $829 | $2,190-62.1% | $5,144-83.9% | $2,177-61.9% |
| Participant deferral / active EE | $3,701 | $2,471+49.8% | $5,198-28.8% | $3,514+5.3% |
| Admin fee / account holder | $2,206 | $472+367.4% | $13,955-84.2% | $847+160.4% |