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 | $103,868 | $86,922+19.5% | $102,438+1.4% | $80,874+28.4% |
| Participation rate | 92.9% | 72.4%+20.5pp | 76.5%+16.4pp | 67.6%+25.2pp |
| Annual return | 23.78% | 18.90%+4.9pp | 29.37%-5.6pp | 35.62%-11.8pp |
| Employer contribution / active EE | $1,480 | $2,369-37.5% | $3,024-51.1% | $2,756-46.3% |
| Participant deferral / active EE | $4,484 | $4,119+8.9% | $5,054-11.3% | $4,297+4.4% |
| Admin fee / account holder | $16,335 | $8,050+102.9% | $9,448+72.9% | $6,935+135.5% |