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 | $115,655 | $82,678+39.9% | $125,391-7.8% | $68,490+68.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.00% | -5.97%-7.0pp | 572.41%-585.4pp | -7.85%-5.1pp |
| Employer contribution / active EE | $10,554 | $3,382+212.0% | $4,816+119.2% | $2,597+306.4% |
| Participant deferral / active EE | $12,179 | $6,111+99.3% | $7,448+63.5% | $4,028+202.4% |
| Admin fee / account holder | $655 | $6,277-89.6% | $10,009-93.5% | $5,403-87.9% |