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 | $107,072 | $45,119+137.3% | $85,126+25.8% | $74,429+43.9% |
| Participation rate | 74.4% | 49.4%+25.1pp | 67.5%+6.9pp | 67.2%+7.2pp |
| Annual return | 54.62% | 26.28%+28.3pp | 66.63%-12.0pp | 1368.38%-1313.8pp |
| Employer contribution / active EE | $4,003 | $1,460+174.1% | $2,731+46.6% | $2,625+52.5% |
| Participant deferral / active EE | $8,526 | $2,738+211.4% | $4,523+88.5% | $4,348+96.1% |
| Admin fee / account holder | $4,356 | $2,214+96.8% | $6,160-29.3% | $1,944+124.1% |