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 | $161,121 | $85,766+87.9% | $136,298+18.2% | $70,126+129.8% |
| Participation rate | 97.6% | 74.2%+23.5pp | 81.9%+15.7pp | 69.5%+28.1pp |
| Annual return | 21.68% | 31.46%-9.8pp | 5156.27%-5134.6pp | 73.15%-51.5pp |
| Employer contribution / active EE | $8,616 | $2,966+190.5% | $4,696+83.5% | $2,343+267.8% |
| Participant deferral / active EE | $7,052 | $5,051+39.6% | $6,247+12.9% | $3,332+111.7% |
| Admin fee / account holder | $3,636 | $5,421-32.9% | $9,244-60.7% | $4,645-21.7% |