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 | $100,097 | $105,210-4.9% | $159,487-37.2% | $85,851+16.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.63% | 45.08%-31.5pp | 263.71%-250.1pp | 318.63%-305.0pp |
| Employer contribution / active EE | $4,785 | $3,319+44.2% | $4,831-1.0% | $2,565+86.5% |
| Participant deferral / active EE | $7,322 | $5,946+23.1% | $7,354-0.4% | $3,952+85.3% |
| Admin fee / account holder | $12,763 | $6,934+84.1% | $10,804+18.1% | $6,261+103.8% |