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 | $115,538 | $58,275+98.3% | $81,844+41.2% | $80,935+42.8% |
| Participation rate | 98.3% | 63.5%+34.8pp | 72.4%+25.9pp | 67.7%+30.6pp |
| Annual return | 17.16% | 41.82%-24.7pp | 778.87%-761.7pp | 35.66%-18.5pp |
| Employer contribution / active EE | $9,203 | $2,346+292.3% | $2,916+215.6% | $2,757+233.8% |
| Participant deferral / active EE | $8,710 | $3,285+165.1% | $4,323+101.4% | $4,299+102.6% |
| Admin fee / account holder | $2,929 | $4,749-38.3% | $7,355-60.2% | $6,924-57.7% |