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 | $91,415 | $77,816+17.5% | $123,552-26.0% | $64,173+42.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 4.68% | 12.49%-7.8pp | 119.20%-114.5pp | 7.63%-3.0pp |
| Employer contribution / active EE | $4,599 | $3,014+52.6% | $4,628-0.6% | $2,381+93.2% |
| Participant deferral / active EE | $7,967 | $5,240+52.0% | $6,426+24.0% | $3,470+129.6% |
| Admin fee / account holder | $5,005 | $5,519-9.3% | $9,285-46.1% | $4,887+2.4% |