Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $55,541 | $80,705-31.2% | $115,768-52.0% | $67,986-18.3% |
| Participation rate | 83.3% | 63.0%+20.3pp | 74.4%+8.9pp | 57.2%+26.1pp |
| Annual return | 83.51% | 18.49%+65.0pp | 100.46%-17.0pp | 31.67%+51.8pp |
| Employer contribution / active EE | $2,398 | $2,046+17.2% | $2,940-18.4% | $2,019+18.8% |
| Participant deferral / active EE | $13,343 | $3,559+274.9% | $4,917+171.4% | $3,358+297.4% |
| Admin fee / account holder | $1,195 | $4,135-71.1% | $12,439-90.4% | $3,203-62.7% |