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 | $80,245 | $83,369-3.7% | $105,223-23.7% | $67,986+18.0% |
| Participation rate | 83.1% | 56.3%+26.8pp | 75.0%+8.0pp | 57.2%+25.8pp |
| Annual return | 19.57% | 24.64%-5.1pp | 180.65%-161.1pp | 31.67%-12.1pp |
| Employer contribution / active EE | $12,609 | $2,541+396.3% | $3,689+241.8% | $2,019+524.6% |
| Participant deferral / active EE | $2,570 | $3,295-22.0% | $5,072-49.3% | $3,358-23.5% |
| Admin fee / account holder | $9,364 | $4,073+129.9% | $8,859+5.7% | $3,203+192.3% |