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 | $216,988 | $77,920+178.5% | $149,723+44.9% | $75,177+188.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.47% | 31.72%-12.3pp | 134.50%-115.0pp | 160.75%-141.3pp |
| Employer contribution / active EE | $8,218 | $3,138+161.9% | $4,821+70.4% | $2,671+207.7% |
| Participant deferral / active EE | $6,015 | $3,411+76.3% | $5,682+5.9% | $4,126+45.8% |
| Admin fee / account holder | $22,734 | $5,951+282.1% | $13,215+72.0% | $5,651+302.3% |