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 | $111,768 | $65,367+71.0% | $92,915+20.3% | $72,976+53.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.05% | 42.11%-23.1pp | 109.45%-90.4pp | 81.02%-62.0pp |
| Employer contribution / active EE | $3,884 | $2,594+49.7% | $3,653+6.3% | $2,440+59.2% |
| Participant deferral / active EE | $4,319 | $3,128+38.1% | $4,238+1.9% | $3,608+19.7% |
| Admin fee / account holder | $7,642 | $4,251+79.7% | $5,796+31.9% | $5,124+49.1% |