Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $93,835 | $98,766-5.0% | $149,730-37.3% | $79,852+17.5% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.5%+16.4pp | 69.6%+29.3pp |
| Annual return | 58.82% | 27.43%+31.4pp | 276.70%-217.9pp | 31.72%+27.1pp |
| Employer contribution / active EE | $12,688 | $3,217+294.4% | $4,645+173.1% | $2,471+413.5% |
| Participant deferral / active EE | $10,611 | $5,681+86.8% | $6,843+55.1% | $3,740+183.7% |
| Admin fee / account holder | $4,088 | $6,052-32.5% | $9,310-56.1% | $5,306-23.0% |