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 | $72,909 | $69,774+4.5% | $67,561+7.9% | $74,429-2.0% |
| Participation rate | 96.0% | 71.4%+24.6pp | 72.9%+23.1pp | 67.2%+28.8pp |
| Annual return | 15.91% | -40.53%+56.4pp | 3525.44%-3509.5pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $3,434 | $2,710+26.7% | $2,735+25.6% | $2,625+30.8% |
| Participant deferral / active EE | $7,619 | $3,636+109.5% | $4,003+90.3% | $4,348+75.2% |
| Admin fee / account holder | $3,971 | $890+346.2% | $4,006-0.9% | $1,944+104.2% |