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 | $137,787 | $71,192+93.5% | $117,861+16.9% | $62,293+121.2% |
| Participation rate | 92.6% | 74.2%+18.3pp | 79.7%+12.9pp | 69.5%+23.1pp |
| Annual return | 54.28% | 18.66%+35.6pp | 335.11%-280.8pp | 28.90%+25.4pp |
| Employer contribution / active EE | $4,915 | $1,934+154.2% | $3,786+29.8% | $2,042+140.7% |
| Participant deferral / active EE | $3,853 | $3,189+20.8% | $4,482-14.0% | $3,169+21.6% |
| Admin fee / account holder | $8,251 | $587+1305.1% | $8,021+2.9% | $479+1621.4% |