Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $211,857 | $55,470+281.9% | $155,556+36.2% | $74,478+184.5% |
| Participation rate | 76.3% | 61.9%+14.4pp | 78.2%-1.9pp | 67.2%+9.1pp |
| Annual return | 16.18% | 269.80%-253.6pp | 64.84%-48.7pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $3,250 | $2,267+43.4% | $4,675-30.5% | $2,626+23.7% |
| Participant deferral / active EE | $10,378 | $2,838+265.7% | $5,631+84.3% | $4,350+138.5% |
| Admin fee / account holder | $3,220 | $1,744+84.6% | $15,885-79.7% | $1,946+65.5% |