Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $60,458 | $55,470+9.0% | $155,556-61.1% | $74,478-18.8% |
| Participation rate | 88.1% | 61.9%+26.2pp | 78.2%+9.8pp | 67.2%+20.9pp |
| Annual return | 24.18% | 269.80%-245.6pp | 64.84%-40.7pp | 1370.56%-1346.4pp |
| Employer contribution / active EE | $3,646 | $2,267+60.9% | $4,675-22.0% | $2,626+38.8% |
| Participant deferral / active EE | $7,292 | $2,838+156.9% | $5,631+29.5% | $4,350+67.6% |
| Admin fee / account holder | $22,097 | $1,744+1166.9% | $15,885+39.1% | $1,946+1035.6% |