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 | $55,622 | $105,200-47.1% | $159,474-65.1% | $85,847-35.2% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.8%+9.1pp | 69.3%+22.6pp |
| Annual return | 13.14% | 45.08%-31.9pp | 263.68%-250.5pp | 318.61%-305.5pp |
| Employer contribution / active EE | $8,044 | $3,319+142.4% | $4,831+66.5% | $2,565+213.6% |
| Participant deferral / active EE | $6,979 | $5,946+17.4% | $7,353-5.1% | $3,952+76.6% |
| Admin fee / account holder | $5,520 | $6,934-20.4% | $10,802-48.9% | $6,261-11.8% |