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 | $102,916 | $51,638+99.3% | $129,406-20.5% | $80,959+27.1% |
| Participation rate | 91.0% | 56.9%+34.1pp | 69.6%+21.4pp | 67.7%+23.4pp |
| Annual return | 13.26% | 20.78%-7.5pp | 9468.18%-9454.9pp | 35.67%-22.4pp |
| Employer contribution / active EE | $7,184 | $1,584+353.7% | $4,155+72.9% | $2,757+160.6% |
| Participant deferral / active EE | $5,326 | $2,670+99.5% | $4,167+27.8% | $4,300+23.9% |
| Admin fee / account holder | $10,559 | $4,313+144.8% | $7,689+37.3% | $6,925+52.5% |