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 | $73,770 | $102,422-28.0% | $147,117-49.9% | $80,959-8.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.85% | 135.16%-121.3pp | 420.54%-406.7pp | 35.67%-21.8pp |
| Employer contribution / active EE | $4,603 | $3,717+23.8% | $4,932-6.7% | $2,757+66.9% |
| Participant deferral / active EE | $3,081 | $6,652-53.7% | $8,065-61.8% | $4,300-28.3% |
| Admin fee / account holder | $5,508 | $7,953-30.8% | $12,993-57.6% | $6,925-20.5% |