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 | $202,880 | $77,817+160.7% | $123,553+64.2% | $64,173+216.1% |
| Participation rate | 97.7% | 74.7%+23.0pp | 82.3%+15.4pp | 69.6%+28.1pp |
| Annual return | -6.45% | 12.49%-18.9pp | 119.21%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $6,671 | $3,014+121.3% | $4,628+44.1% | $2,381+180.2% |
| Participant deferral / active EE | $7,620 | $5,240+45.4% | $6,426+18.6% | $3,470+119.6% |
| Admin fee / account holder | $6,883 | $5,519+24.7% | $9,284-25.9% | $4,887+40.8% |