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 | $59,785 | $54,729+9.2% | $86,235-30.7% | $71,529-16.4% |
| Participation rate | 83.6% | 60.1%+23.5pp | 69.0%+14.7pp | 67.9%+15.7pp |
| Annual return | 19.56% | 20.07%-0.5pp | 1170.03%-1150.5pp | 28.97%-9.4pp |
| Employer contribution / active EE | $2,204 | $1,267+74.0% | $2,381-7.4% | $2,590-14.9% |
| Participant deferral / active EE | $4,735 | $3,110+52.2% | $3,987+18.8% | $4,291+10.3% |
| Admin fee / account holder | $8,147 | $1,921+324.0% | $6,856+18.8% | $1,588+412.8% |