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 | $70,859 | $101,672-30.3% | $147,117-51.8% | $74,478-4.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.00% | 8757.83%-8742.8pp | 420.54%-405.5pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $1,961 | $3,813-48.6% | $4,932-60.2% | $2,626-25.3% |
| Participant deferral / active EE | $4,405 | $7,305-39.7% | $8,065-45.4% | $4,350+1.3% |
| Admin fee / account holder | $549 | $1,753-68.7% | $12,993-95.8% | $1,946-71.8% |