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 | $146,802 | $91,198+61.0% | $178,503-17.8% | $79,856+83.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.50% | 24.20%-13.7pp | 151.12%-140.6pp | 31.71%-21.2pp |
| Employer contribution / active EE | $5,497 | $3,257+68.8% | $5,011+9.7% | $2,471+122.4% |
| Participant deferral / active EE | $4,405 | $3,237+36.1% | $5,202-15.3% | $3,741+17.8% |
| Admin fee / account holder | $25,319 | $6,748+275.2% | $13,987+81.0% | $5,306+377.1% |