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 | $150,533 | $89,739+67.7% | $149,716+0.5% | $62,293+141.7% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 23.38% | 21.01%+2.4pp | 1501.67%-1478.3pp | 28.90%-5.5pp |
| Employer contribution / active EE | $17,306 | $3,233+435.3% | $5,444+217.9% | $2,042+747.4% |
| Participant deferral / active EE | $11,140 | $4,797+132.2% | $6,568+69.6% | $3,169+251.5% |
| Admin fee / account holder | $6,175 | $551+1020.2% | $11,282-45.3% | $479+1188.2% |