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 | $203,024 | $102,382+98.3% | $147,005+38.1% | $80,874+151.0% |
| Participation rate | 98.6% | 75.8%+22.7pp | 82.2%+16.4pp | 67.6%+30.9pp |
| Annual return | 15.48% | 134.89%-119.4pp | 418.76%-403.3pp | 35.62%-20.1pp |
| Employer contribution / active EE | $3,294 | $3,715-11.3% | $4,934-33.2% | $2,756+19.5% |
| Participant deferral / active EE | $6,323 | $6,646-4.9% | $8,070-21.7% | $4,297+47.1% |
| Admin fee / account holder | $32,820 | $7,942+313.2% | $13,006+152.3% | $6,935+373.2% |