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 | $115,803 | $93,617+23.7% | $135,982-14.8% | $75,177+54.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.84% | 30.89%-5.0pp | 68.32%-42.5pp | 160.75%-134.9pp |
| Employer contribution / active EE | $7,825 | $3,538+121.2% | $4,859+61.0% | $2,671+193.0% |
| Participant deferral / active EE | $5,647 | $6,406-11.8% | $7,760-27.2% | $4,126+36.9% |
| Admin fee / account holder | $10,421 | $6,980+49.3% | $10,767-3.2% | $5,651+84.4% |