Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $57,600 | $91,439-37.0% | $135,974-57.6% | $71,511-19.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 42.88% | 29.90%+13.0pp | 68.30%-25.4pp | 28.86%+14.0pp |
| Employer contribution / active EE | $9,766 | $3,705+163.6% | $4,859+101.0% | $2,589+277.2% |
| Participant deferral / active EE | $7,597 | $7,093+7.1% | $7,760-2.1% | $4,291+77.1% |
| Admin fee / account holder | $606 | $1,267-52.2% | $10,767-94.4% | $1,588-61.9% |