Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $31,148 | $76,642-59.4% | $146,866-78.8% | $65,306-52.3% |
| Participation rate | 82.7% | 61.2%+21.4pp | 82.5%+0.2pp | 57.7%+25.0pp |
| Annual return | 200.37% | 33.40%+167.0pp | 102.85%+97.5pp | 21.94%+178.4pp |
| Employer contribution / active EE | $3,445 | $2,621+31.4% | $4,425-22.1% | $1,967+75.1% |
| Participant deferral / active EE | $7,063 | $4,864+45.2% | $7,759-9.0% | $2,959+138.7% |
| Admin fee / account holder | $935 | $3,960-76.4% | $13,620-93.1% | $3,480-73.1% |