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 | $109,641 | $89,652+22.3% | $141,197-22.3% | $65,186+68.2% |
| Participation rate | 81.7% | 74.7%+6.9pp | 82.5%-0.8pp | 70.2%+11.5pp |
| Annual return | 21.31% | 32.79%-11.5pp | 71.41%-50.1pp | 29.39%-8.1pp |
| Employer contribution / active EE | $3,630 | $3,065+18.4% | $4,736-23.4% | $2,177+66.8% |
| Participant deferral / active EE | $8,529 | $5,691+49.9% | $6,710+27.1% | $3,514+142.7% |
| Admin fee / account holder | $4,393 | $569+672.7% | $10,265-57.2% | $847+418.5% |