Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $94,033 | $91,439+2.8% | $135,974-30.8% | $71,511+31.5% |
| Participation rate | 82.6% | 75.7%+6.9pp | 81.9%+0.7pp | 67.9%+14.6pp |
| Annual return | 1255.45% | 29.90%+1225.6pp | 68.30%+1187.1pp | 28.86%+1226.6pp |
| Employer contribution / active EE | $4,952 | $3,705+33.7% | $4,859+1.9% | $2,589+91.2% |
| Participant deferral / active EE | $8,603 | $7,093+21.3% | $7,760+10.9% | $4,291+100.5% |
| Admin fee / account holder | $1,388 | $1,267+9.6% | $10,767-87.1% | $1,588-12.6% |