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 | $58,406 | $80,748-27.7% | $102,383-43.0% | $74,429-21.5% |
| Participation rate | 94.3% | 65.7%+28.7pp | 74.5%+19.8pp | 67.2%+27.1pp |
| Annual return | 15.26% | 27.57%-12.3pp | 24.94%-9.7pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $2,303 | $3,159-27.1% | $3,870-40.5% | $2,625-12.2% |
| Participant deferral / active EE | $1,893 | $3,861-51.0% | $5,060-62.6% | $4,348-56.5% |
| Admin fee / account holder | $2,415 | $2,371+1.9% | $8,391-71.2% | $1,944+24.2% |