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 | $114,938 | $96,731+18.8% | $123,973-7.3% | $86,983+32.1% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 17.76% | 17.33%+0.4pp | 388.13%-370.4pp | 25.83%-8.1pp |
| Employer contribution / active EE | $5,951 | $3,297+80.5% | $4,126+44.2% | $2,584+130.3% |
| Participant deferral / active EE | $4,494 | $4,152+8.2% | $5,247-14.3% | $4,194+7.2% |
| Admin fee / account holder | $3,416 | $8,722-60.8% | $11,799-71.0% | $7,856-56.5% |