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 | $131,188 | $91,536+43.3% | $130,062+0.9% | $75,177+74.5% |
| Participation rate | 95.7% | 71.5%+24.3pp | 78.5%+17.2pp | 67.2%+28.5pp |
| Annual return | 19.95% | -631.62%+651.6pp | -137.37%+157.3pp | 160.75%-140.8pp |
| Employer contribution / active EE | $6,479 | $2,845+127.7% | $4,322+49.9% | $2,671+142.6% |
| Participant deferral / active EE | $6,757 | $4,343+55.6% | $5,821+16.1% | $4,126+63.7% |
| Admin fee / account holder | $21,210 | $6,780+212.9% | $10,601+100.1% | $5,651+275.3% |