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 | $97,479 | $58,726+66.0% | $92,240+5.7% | $62,293+56.5% |
| Participation rate | 94.1% | 68.3%+25.7pp | 76.5%+17.6pp | 69.5%+24.5pp |
| Annual return | 18.91% | 43.62%-24.7pp | 176.29%-157.4pp | 28.90%-10.0pp |
| Employer contribution / active EE | $2,804 | $2,392+17.2% | $3,680-23.8% | $2,042+37.3% |
| Participant deferral / active EE | $4,004 | $2,766+44.8% | $3,897+2.7% | $3,169+26.3% |
| Admin fee / account holder | $6,018 | $556+981.5% | $5,194+15.9% | $479+1155.6% |