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 | $40,683 | $95,453-57.4% | $112,040-63.7% | $82,448-50.7% |
| Participation rate | 81.7% | 72.8%+9.0pp | 76.5%+5.2pp | 68.1%+13.7pp |
| Annual return | 16.69% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $866 | $2,318-62.6% | $2,954-70.7% | $2,551-66.0% |
| Participant deferral / active EE | $3,987 | $4,224-5.6% | $5,098-21.8% | $4,139-3.7% |
| Admin fee / account holder | $3,018 | $9,013-66.5% | $12,098-75.1% | $7,234-58.3% |