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 | $149,168 | $78,690+89.6% | $161,489-7.6% | $87,485+70.5% |
| Participation rate | 94.6% | 67.5%+27.1pp | 78.7%+15.9pp | 68.9%+25.6pp |
| Annual return | 15.61% | 32.74%-17.1pp | 89.72%-74.1pp | 26.06%-10.4pp |
| Employer contribution / active EE | $5,455 | $2,588+110.7% | $4,268+27.8% | $2,596+110.1% |
| Participant deferral / active EE | $3,529 | $3,311+6.6% | $5,630-37.3% | $4,274-17.4% |
| Admin fee / account holder | $22,159 | $6,724+229.6% | $16,006+38.4% | $7,775+185.0% |