Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $72,825 | $83,002-12.3% | $98,090-25.8% | $64,097+13.6% |
| Participation rate | 94.7% | 75.0%+19.7pp | 81.5%+13.2pp | 55.2%+39.5pp |
| Annual return | 22.83% | 38.51%-15.7pp | 37.05%-14.2pp | 34.64%-11.8pp |
| Employer contribution / active EE | $2,717 | $2,749-1.2% | $3,606-24.7% | $1,891+43.6% |
| Participant deferral / active EE | $8,892 | $6,787+31.0% | $7,845+13.3% | $3,080+188.7% |
| Admin fee / account holder | $2,398 | $3,015-20.4% | $11,815-79.7% | $3,454-30.6% |