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 | $147,382 | $91,559+61.0% | $133,978+10.0% | $79,856+84.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.29% | 61.85%-50.6pp | 45.10%-33.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $12,667 | $2,384+431.4% | $3,919+223.2% | $2,471+412.6% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $16,135 | $6,321+155.2% | $8,930+80.7% | $5,306+204.1% |