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 | $111,465 | $102,422+8.8% | $147,117-24.2% | $80,959+37.7% |
| Participation rate | 74.6% | 75.9%-1.2pp | 82.2%-7.5pp | 67.7%+7.0pp |
| Annual return | 13.07% | 135.16%-122.1pp | 420.54%-407.5pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,668 | $3,717-28.2% | $4,932-45.9% | $2,757-3.2% |
| Participant deferral / active EE | $5,032 | $6,652-24.4% | $8,065-37.6% | $4,300+17.0% |
| Admin fee / account holder | $8,112 | $7,953+2.0% | $12,993-37.6% | $6,925+17.1% |