Sign up free to preview peer percentile detail
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 | $75,769 | $89,259-15.1% | $107,187-29.3% | $82,637-8.3% |
| Participation rate | 98.8% | 67.9%+30.9pp | 75.0%+23.8pp | 68.1%+30.8pp |
| Annual return | 5774.03% | 21.02%+5753.0pp | 204.55%+5569.5pp | 53.51%+5720.5pp |
| Employer contribution / active EE | $16,495 | $3,080+435.5% | $3,782+336.1% | $2,552+546.3% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,304 | $7,381+39.6% | $9,162+12.5% | $7,339+40.4% |