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 | $81,611 | $78,707+3.7% | $117,861-30.8% | $70,126+16.4% |
| Participation rate | 92.6% | 73.2%+19.4pp | 79.7%+12.9pp | 69.5%+23.0pp |
| Annual return | 18.98% | 23.30%-4.3pp | 335.11%-316.1pp | 73.15%-54.2pp |
| Employer contribution / active EE | $2,237 | $2,223+0.6% | $3,786-40.9% | $2,343-4.5% |
| Participant deferral / active EE | $4,822 | $3,297+46.2% | $4,482+7.6% | $3,332+44.7% |
| Admin fee / account holder | $4,636 | $5,066-8.5% | $8,021-42.2% | $4,645-0.2% |