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 | $90,254 | $102,385-11.8% | $147,080-38.6% | $80,935+11.5% |
| Participation rate | 82.4% | 75.9%+6.5pp | 82.2%+0.2pp | 67.7%+14.7pp |
| Annual return | 29.72% | 135.09%-105.4pp | 420.17%-390.4pp | 35.66%-5.9pp |
| Employer contribution / active EE | $3,413 | $3,717-8.2% | $4,933-30.8% | $2,757+23.8% |
| Participant deferral / active EE | $10,077 | $6,651+51.5% | $8,066+24.9% | $4,299+134.4% |
| Admin fee / account holder | $30,800 | $7,951+287.4% | $12,989+137.1% | $6,924+344.8% |