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 | $60,920 | $102,429-40.5% | $147,096-58.6% | $80,925-24.7% |
| Participation rate | 88.6% | 75.9%+12.8pp | 82.2%+6.5pp | 67.7%+21.0pp |
| Annual return | 20.62% | 135.02%-114.4pp | 419.75%-399.1pp | 35.65%-15.0pp |
| Employer contribution / active EE | $6,228 | $3,716+67.6% | $4,936+26.2% | $2,756+126.0% |
| Participant deferral / active EE | $15,188 | $6,649+128.4% | $8,071+88.2% | $4,299+253.3% |
| Admin fee / account holder | $3,542 | $7,957-55.5% | $13,005-72.8% | $6,940-49.0% |