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 | $194,870 | $93,598+108.2% | $135,974+43.3% | $75,173+159.2% |
| Participation rate | 78.8% | 75.2%+3.6pp | 81.9%-3.1pp | 67.2%+11.6pp |
| Annual return | 15.72% | 30.89%-15.2pp | 68.30%-52.6pp | 160.72%-145.0pp |
| Employer contribution / active EE | $6,851 | $3,538+93.6% | $4,859+41.0% | $2,671+156.5% |
| Participant deferral / active EE | $7,056 | $6,405+10.2% | $7,760-9.1% | $4,126+71.0% |
| Admin fee / account holder | $3,635 | $6,978-47.9% | $10,767-66.2% | $5,651-35.7% |