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 | $43,849 | $63,314-30.7% | $91,004-51.8% | $62,293-29.6% |
| Participation rate | 99.1% | 73.3%+25.7pp | 75.6%+23.5pp | 69.5%+29.5pp |
| Annual return | 25.97% | 21.00%+5.0pp | 4.60%+21.4pp | 28.90%-2.9pp |
| Employer contribution / active EE | $6,292 | $1,807+248.1% | $2,456+156.2% | $2,042+208.1% |
| Participant deferral / active EE | $11,624 | $2,944+294.9% | $3,548+227.6% | $3,169+266.8% |
| Admin fee / account holder | $2,644 | $468+465.6% | $5,417-51.2% | $479+451.7% |