Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $136,793 | $121,671+12.4% | $211,142-35.2% | $64,340+112.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 87.3%+12.7pp | 55.2%+44.8pp |
| Annual return | 177.31% | 21.43%+155.9pp | 46.84%+130.5pp | 24.14%+153.2pp |
| Employer contribution / active EE | $4,963 | $4,066+22.1% | $6,442-23.0% | $1,862+166.6% |
| Participant deferral / active EE | $13,235 | $6,049+118.8% | $9,284+42.6% | $2,980+344.1% |
| Admin fee / account holder | $11,216 | $4,774+134.9% | $19,076-41.2% | $3,703+202.9% |