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 | $76,039 | $101,653-25.2% | $147,080-48.3% | $74,459+2.1% |
| Participation rate | 85.1% | 75.6%+9.6pp | 82.2%+3.0pp | 67.2%+17.9pp |
| Annual return | 14.59% | 8754.98%-8740.4pp | 420.17%-405.6pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $3,140 | $3,813-17.7% | $4,933-36.4% | $2,626+19.6% |
| Participant deferral / active EE | $13,292 | $7,304+82.0% | $8,066+64.8% | $4,350+205.6% |
| Admin fee / account holder | $2,673 | $1,752+52.6% | $12,989-79.4% | $1,945+37.5% |