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 | $96,599 | $80,748+19.6% | $102,383-5.6% | $74,429+29.8% |
| Participation rate | 98.5% | 65.7%+32.8pp | 74.5%+24.0pp | 67.2%+31.2pp |
| Annual return | 30.90% | 27.57%+3.3pp | 24.94%+6.0pp | 1368.38%-1337.5pp |
| Employer contribution / active EE | $7,692 | $3,159+143.5% | $3,870+98.8% | $2,625+193.1% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $4,643 | $2,371+95.8% | $8,391-44.7% | $1,944+138.8% |