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 | $92,204 | $75,058+22.8% | $152,301-39.5% | $64,340+43.3% |
| Participation rate | 70.1% | 60.9%+9.2pp | 82.4%-12.3pp | 55.2%+14.9pp |
| Annual return | 21.49% | 29.93%-8.4pp | 80.50%-59.0pp | 24.14%-2.7pp |
| Employer contribution / active EE | $2,150 | $2,605-17.5% | $4,624-53.5% | $1,862+15.5% |
| Participant deferral / active EE | $5,957 | $5,041+18.2% | $8,004-25.6% | $2,980+99.9% |
| Admin fee / account holder | $11,933 | $4,050+194.6% | $14,398-17.1% | $3,703+222.3% |