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 | $81,913 | $106,864-23.3% | $147,318-44.4% | $82,637-0.9% |
| Participation rate | 88.3% | 75.5%+12.8pp | 82.1%+6.2pp | 68.1%+20.2pp |
| Annual return | 20.28% | 27.49%-7.2pp | 70.43%-50.1pp | 53.51%-33.2pp |
| Employer contribution / active EE | $2,704 | $3,417-20.9% | $4,593-41.1% | $2,552+6.0% |
| Participant deferral / active EE | $7,988 | $6,496+23.0% | $7,906+1.0% | $4,126+93.6% |
| Admin fee / account holder | $2,256 | $8,415-73.2% | $13,708-83.5% | $7,339-69.3% |