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 | $71,466 | $59,402+20.3% | $93,654-23.7% | $74,546-4.1% |
| Participation rate | 98.1% | 59.7%+38.5pp | 68.7%+29.4pp | 67.2%+30.9pp |
| Annual return | 13.36% | 81.86%-68.5pp | 133.34%-120.0pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $2,350 | $1,265+85.8% | $2,421-2.9% | $2,624-10.4% |
| Participant deferral / active EE | $5,836 | $3,049+91.4% | $4,413+32.3% | $4,347+34.2% |
| Admin fee / account holder | $4,808 | $3,023+59.0% | $8,282-42.0% | $1,944+147.4% |