Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $98,704 | $102,382-3.6% | $147,005-32.9% | $80,874+22.0% |
| Participation rate | 92.6% | 75.8%+16.7pp | 82.2%+10.4pp | 67.6%+24.9pp |
| Annual return | 13.18% | 134.89%-121.7pp | 418.76%-405.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $3,291 | $3,715-11.4% | $4,934-33.3% | $2,756+19.4% |
| Participant deferral / active EE | $7,536 | $6,646+13.4% | $8,070-6.6% | $4,297+75.4% |
| Admin fee / account holder | $6,773 | $7,942-14.7% | $13,006-47.9% | $6,935-2.3% |