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 | $137,795 | $91,120+51.2% | $161,149-14.5% | $64,097+115.0% |
| Participation rate | 89.0% | 62.2%+26.8pp | 78.8%+10.2pp | 55.2%+33.8pp |
| Annual return | 15.54% | 17.95%-2.4pp | 21.16%-5.6pp | 34.64%-19.1pp |
| Employer contribution / active EE | $2,316 | $2,284+1.4% | $4,360-46.9% | $1,891+22.4% |
| Participant deferral / active EE | $5,431 | $3,708+46.5% | $6,153-11.7% | $3,080+76.3% |
| Admin fee / account holder | $16,127 | $4,535+255.6% | $15,194+6.1% | $3,454+366.8% |