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 | $154,467 | $95,415+61.9% | $185,851-16.9% | $85,851+79.9% |
| Participation rate | 96.6% | 68.8%+27.8pp | 81.7%+14.8pp | 69.3%+27.2pp |
| Annual return | 12.57% | 23.59%-11.0pp | 122.11%-109.5pp | 318.63%-306.1pp |
| Employer contribution / active EE | $4,929 | $3,314+48.7% | $5,168-4.6% | $2,565+92.1% |
| Participant deferral / active EE | $2,696 | $3,424-21.2% | $5,569-51.6% | $3,952-31.8% |
| Admin fee / account holder | $4,730 | $7,215-34.4% | $16,245-70.9% | $6,261-24.4% |