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 | $56,695 | $102,429-44.6% | $147,096-61.5% | $80,925-29.9% |
| Participation rate | 97.7% | 75.9%+21.9pp | 82.2%+15.5pp | 67.7%+30.1pp |
| Annual return | 15.32% | 135.02%-119.7pp | 419.75%-404.4pp | 35.65%-20.3pp |
| Employer contribution / active EE | $6,231 | $3,716+67.7% | $4,936+26.2% | $2,756+126.1% |
| Participant deferral / active EE | $6,135 | $6,649-7.7% | $8,071-24.0% | $4,299+42.7% |
| Admin fee / account holder | $2,069 | $7,957-74.0% | $13,005-84.1% | $6,940-70.2% |