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 | $155,667 | $95,383+63.2% | $185,837-16.2% | $85,856+81.3% |
| Participation rate | 98.8% | 68.8%+30.1pp | 81.7%+17.1pp | 69.3%+29.5pp |
| Annual return | 14.00% | 23.59%-9.6pp | 122.08%-108.1pp | 318.58%-304.6pp |
| Employer contribution / active EE | $6,986 | $3,313+110.8% | $5,168+35.2% | $2,565+172.3% |
| Participant deferral / active EE | $5,027 | $3,423+46.8% | $5,568-9.7% | $3,952+27.2% |
| Admin fee / account holder | $10,380 | $7,213+43.9% | $16,241-36.1% | $6,261+65.8% |