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 | $120,646 | $76,401+57.9% | $106,387+13.4% | $64,173+88.0% |
| Participation rate | 98.9% | 73.5%+25.3pp | 77.5%+21.4pp | 69.6%+29.3pp |
| Annual return | 127.02% | -2.19%+129.2pp | 0.25%+126.8pp | 7.63%+119.4pp |
| Employer contribution / active EE | $5,662 | $2,680+111.3% | $3,520+60.9% | $2,381+137.8% |
| Participant deferral / active EE | $4,683 | $4,274+9.6% | $5,421-13.6% | $3,470+35.0% |
| Admin fee / account holder | $3,394 | $4,610-26.4% | $7,510-54.8% | $4,887-30.5% |