Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $83,475 | $59,402+40.5% | $93,654-10.9% | $74,546+12.0% |
| Participation rate | 89.5% | 59.7%+29.8pp | 68.7%+20.8pp | 67.2%+22.3pp |
| Annual return | 13.27% | 81.86%-68.6pp | 133.34%-120.1pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $3,760 | $1,265+197.3% | $2,421+55.3% | $2,624+43.3% |
| Participant deferral / active EE | $6,040 | $3,049+98.1% | $4,413+36.9% | $4,347+38.9% |
| Admin fee / account holder | $2,339 | $3,023-22.6% | $8,282-71.8% | $1,944+20.3% |