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 | $117,756 | $27,936+321.5% | $58,561+101.1% | $75,173+56.6% |
| Participation rate | 74.5% | 38.8%+35.6pp | 50.9%+23.6pp | 67.2%+7.3pp |
| Annual return | 16.47% | 44.21%-27.7pp | 4251.33%-4234.9pp | 160.72%-144.2pp |
| Employer contribution / active EE | $4,214 | $670+529.4% | $1,053+300.0% | $2,671+57.8% |
| Participant deferral / active EE | $8,838 | $1,202+635.3% | $1,923+359.6% | $4,126+114.2% |
| Admin fee / account holder | $3,372 | $1,727+95.3% | $2,520+33.8% | $5,651-40.3% |