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 | $100,534 | $51,184+96.4% | $66,439+51.3% | $86,983+15.6% |
| Participation rate | 90.7% | 68.5%+22.2pp | 74.5%+16.2pp | 69.5%+21.2pp |
| Annual return | 12.00% | 17.07%-5.1pp | 757.66%-745.7pp | 25.83%-13.8pp |
| Employer contribution / active EE | $10,352 | $2,023+411.8% | $2,637+292.6% | $2,584+300.5% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $3,876-100.0% | $4,194-100.0% |
| Admin fee / account holder | $8,294 | $4,154+99.6% | $6,173+34.3% | $7,856+5.6% |