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 | $156,474 | $77,817+101.1% | $123,553+26.6% | $64,173+143.8% |
| Participation rate | 92.8% | 74.7%+18.1pp | 82.3%+10.5pp | 69.6%+23.2pp |
| Annual return | 101.18% | 12.49%+88.7pp | 119.21%-18.0pp | 7.63%+93.5pp |
| Employer contribution / active EE | $5,096 | $3,014+69.1% | $4,628+10.1% | $2,381+114.0% |
| Participant deferral / active EE | $11,673 | $5,240+122.8% | $6,426+81.7% | $3,470+236.4% |
| Admin fee / account holder | $23,838 | $5,519+331.9% | $9,284+156.7% | $4,887+387.7% |