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 | $77,686 | $91,198-14.8% | $178,503-56.5% | $79,856-2.7% |
| Participation rate | 89.2% | 69.2%+20.0pp | 81.9%+7.3pp | 69.6%+19.5pp |
| Annual return | 20.31% | 24.20%-3.9pp | 151.12%-130.8pp | 31.71%-11.4pp |
| Employer contribution / active EE | $5,589 | $3,257+71.6% | $5,011+11.5% | $2,471+126.2% |
| Participant deferral / active EE | $5,370 | $3,237+65.9% | $5,202+3.2% | $3,741+43.6% |
| Admin fee / account holder | $2,387 | $6,748-64.6% | $13,987-82.9% | $5,306-55.0% |