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 | $74,121 | $101,499-27.0% | $147,005-49.6% | $74,546-0.6% |
| Participation rate | 98.1% | 75.5%+22.5pp | 82.2%+15.9pp | 67.2%+30.9pp |
| Annual return | 21.21% | 8732.34%-8711.1pp | 418.76%-397.6pp | 1366.03%-1344.8pp |
| Employer contribution / active EE | $7,698 | $3,811+102.0% | $4,934+56.0% | $2,624+193.3% |
| Participant deferral / active EE | $16,636 | $7,304+127.8% | $8,070+106.2% | $4,347+282.7% |
| Admin fee / account holder | $936 | $1,748-46.4% | $13,006-92.8% | $1,944-51.8% |