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 | $139,811 | $81,233+72.1% | $155,567-10.1% | $80,874+72.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.44% | 33.33%-17.9pp | 64.74%-49.3pp | 35.62%-20.2pp |
| Employer contribution / active EE | $9,549 | $3,101+207.9% | $4,674+104.3% | $2,756+246.5% |
| Participant deferral / active EE | $5,756 | $3,452+66.7% | $5,628+2.3% | $4,297+34.0% |
| Admin fee / account holder | $5,972 | $7,998-25.3% | $15,916-62.5% | $6,935-13.9% |