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 | $86,428 | $86,050+0.4% | $189,758-54.5% | $94,015-8.1% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 12.95% | 17.77%-4.8pp | 52.62%-39.7pp | 17.84%-4.9pp |
| Employer contribution / active EE | $3,869 | $2,819+37.3% | $4,767-18.8% | $2,790+38.7% |
| Participant deferral / active EE | $4,733 | $3,349+41.3% | $5,856-19.2% | $4,249+11.4% |
| Admin fee / account holder | $2,695 | $6,627-59.3% | $20,388-86.8% | $8,951-69.9% |