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 | $133,263 | $79,209+68.2% | $102,434+30.1% | $74,459+79.0% |
| Participation rate | 71.4% | 74.8%-3.4pp | 76.5%-5.1pp | 67.2%+4.2pp |
| Annual return | 11.70% | 54.98%-43.3pp | 29.46%-17.8pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $796 | $2,362-66.3% | $3,023-73.7% | $2,626-69.7% |
| Participant deferral / active EE | $6,381 | $4,417+44.4% | $5,055+26.2% | $4,350+46.7% |
| Admin fee / account holder | $17,644 | $2,002+781.4% | $9,462+86.5% | $1,945+807.3% |