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 | $129,620 | $75,962+70.6% | $154,108-15.9% | $64,173+102.0% |
| Participation rate | 88.0% | 70.4%+17.5pp | 83.0%+4.9pp | 69.6%+18.4pp |
| Annual return | 8.30% | 30.32%-22.0pp | 735.21%-726.9pp | 7.63%+0.7pp |
| Employer contribution / active EE | $7,613 | $3,350+127.3% | $5,298+43.7% | $2,381+219.8% |
| Participant deferral / active EE | $5,635 | $3,175+77.5% | $5,081+10.9% | $3,470+62.4% |
| Admin fee / account holder | $20,742 | $5,589+271.1% | $13,411+54.7% | $4,887+324.4% |