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 | $75,608 | $48,050+57.4% | $96,754-21.9% | $64,340+17.5% |
| Participation rate | 76.1% | 40.6%+35.5pp | 70.3%+5.8pp | 55.2%+20.9pp |
| Annual return | 39.86% | 23.41%+16.4pp | 82.04%-42.2pp | 24.14%+15.7pp |
| Employer contribution / active EE | $6,394 | $1,204+431.1% | $2,679+138.7% | $1,862+243.5% |
| Participant deferral / active EE | $8,484 | $2,191+287.2% | $4,758+78.3% | $2,980+184.7% |
| Admin fee / account holder | $25,267 | $3,741+575.3% | $8,905+183.7% | $3,703+582.4% |