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 | $175,328 | $98,776+77.5% | $149,745+17.1% | $79,856+119.6% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.5%+16.3pp | 69.6%+29.1pp |
| Annual return | 26.25% | 27.38%-1.1pp | 276.72%-250.5pp | 31.71%-5.5pp |
| Employer contribution / active EE | $8,990 | $3,217+179.4% | $4,646+93.5% | $2,471+263.8% |
| Participant deferral / active EE | $14,490 | $5,681+155.0% | $6,843+111.7% | $3,741+287.4% |
| Admin fee / account holder | $3,414 | $6,053-43.6% | $9,312-63.3% | $5,306-35.7% |