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 | $90,170 | $57,590+56.6% | $86,233+4.6% | $82,448+9.4% |
| Participation rate | 76.5% | 57.9%+18.7pp | 69.0%+7.5pp | 68.1%+8.5pp |
| Annual return | 19.53% | 22.41%-2.9pp | 61.39%-41.9pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,926 | $1,655+16.4% | $2,504-23.1% | $2,551-24.5% |
| Participant deferral / active EE | $5,856 | $3,080+90.1% | $4,559+28.4% | $4,139+41.5% |
| Admin fee / account holder | $4,908 | $4,730+3.8% | $8,342-41.2% | $7,234-32.2% |