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 | $66,887 | $106,864-37.4% | $147,318-54.6% | $82,637-19.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.76% | 27.49%-10.7pp | 70.43%-53.7pp | 53.51%-36.7pp |
| Employer contribution / active EE | $5,516 | $3,417+61.4% | $4,593+20.1% | $2,552+116.1% |
| Participant deferral / active EE | $5,884 | $6,496-9.4% | $7,906-25.6% | $4,126+42.6% |
| Admin fee / account holder | $17,006 | $8,415+102.1% | $13,708+24.1% | $7,339+131.7% |