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 | $109,767 | $98,776+11.1% | $149,745-26.7% | $79,856+37.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 24.61% | 27.38%-2.8pp | 276.72%-252.1pp | 31.71%-7.1pp |
| Employer contribution / active EE | $10,661 | $3,217+231.4% | $4,646+129.5% | $2,471+331.4% |
| Participant deferral / active EE | $9,414 | $5,681+65.7% | $6,843+37.6% | $3,741+151.7% |
| Admin fee / account holder | $7,272 | $6,053+20.1% | $9,312-21.9% | $5,306+37.0% |