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 | $83,528 | $102,429-18.5% | $147,096-43.2% | $80,925+3.2% |
| Participation rate | 82.0% | 75.9%+6.1pp | 82.2%-0.2pp | 67.7%+14.3pp |
| Annual return | 15.32% | 135.02%-119.7pp | 419.75%-404.4pp | 35.65%-20.3pp |
| Employer contribution / active EE | $4,149 | $3,716+11.7% | $4,936-15.9% | $2,756+50.5% |
| Participant deferral / active EE | $8,663 | $6,649+30.3% | $8,071+7.3% | $4,299+101.5% |
| Admin fee / account holder | $3,081 | $7,957-61.3% | $13,005-76.3% | $6,940-55.6% |