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 | $60,828 | $81,457-25.3% | $103,378-41.2% | $80,911-24.8% |
| Participation rate | 98.9% | 66.8%+32.0pp | 74.5%+24.3pp | 67.6%+31.2pp |
| Annual return | 15.99% | 25.58%-9.6pp | 24.91%-8.9pp | 35.63%-19.6pp |
| Employer contribution / active EE | $3,234 | $3,107+4.1% | $3,870-16.4% | $2,756+17.4% |
| Participant deferral / active EE | $7,357 | $3,871+90.1% | $5,058+45.5% | $4,297+71.2% |
| Admin fee / account holder | $1,287 | $6,717-80.8% | $8,401-84.7% | $6,935-81.4% |