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 | $60,442+49.2% | $96,754-6.8% | $87,485+3.1% |
| Participation rate | 76.5% | 58.7%+17.8pp | 70.3%+6.3pp | 68.9%+7.6pp |
| Annual return | 19.53% | 21.97%-2.4pp | 82.04%-62.5pp | 26.06%-6.5pp |
| Employer contribution / active EE | $1,926 | $1,691+13.9% | $2,679-28.1% | $2,596-25.8% |
| Participant deferral / active EE | $5,856 | $3,280+78.5% | $4,758+23.1% | $4,274+37.0% |
| Admin fee / account holder | $4,908 | $5,069-3.2% | $8,905-44.9% | $7,775-36.9% |