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 | $56,499 | $60,349-6.4% | $74,184-23.8% | $62,881-10.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.00% | 21.38%-14.4pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,993 | $1,680+18.6% | $2,370-15.9% | $2,281-12.6% |
| Participant deferral / active EE | $2,787 | $2,856-2.4% | $3,550-21.5% | $3,203-13.0% |
| Admin fee / account holder | $4,435 | $4,261+4.1% | $5,586-20.6% | $4,296+3.2% |