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 | $100,116 | $54,541+83.6% | $78,778+27.1% | $70,126+42.8% |
| Participation rate | 96.3% | 60.8%+35.5pp | 69.2%+27.1pp | 69.5%+26.7pp |
| Annual return | 24.68% | 21.07%+3.6pp | 35.62%-10.9pp | 73.15%-48.5pp |
| Employer contribution / active EE | $2,311 | $1,089+112.3% | $1,986+16.4% | $2,343-1.4% |
| Participant deferral / active EE | $4,390 | $2,210+98.6% | $2,958+48.4% | $3,332+31.8% |
| Admin fee / account holder | $880 | $3,709-76.3% | $5,134-82.9% | $4,645-81.1% |