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 | $171,356 | $88,672+93.2% | $105,223+62.9% | $82,448+107.8% |
| Participation rate | 95.3% | 67.9%+27.4pp | 75.0%+20.3pp | 68.1%+27.3pp |
| Annual return | 15.06% | 30.86%-15.8pp | 180.65%-165.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $7,500 | $3,048+146.1% | $3,689+103.3% | $2,551+194.0% |
| Participant deferral / active EE | $8,335 | $4,036+106.5% | $5,072+64.4% | $4,139+101.4% |
| Admin fee / account holder | $722 | $7,146-89.9% | $8,859-91.9% | $7,234-90.0% |