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 | $128,842 | $138,393-6.9% | $184,256-30.1% | $80,959+59.1% |
| Participation rate | 97.7% | 83.9%+13.8pp | 86.8%+10.8pp | 67.7%+30.0pp |
| Annual return | 15.13% | 20.01%-4.9pp | 28.85%-13.7pp | 35.67%-20.5pp |
| Employer contribution / active EE | $7,674 | $4,847+58.3% | $6,427+19.4% | $2,757+178.3% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $479 | $10,489-95.4% | $13,899-96.6% | $6,925-93.1% |