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 | $59,938 | $67,606-11.3% | $82,313-27.2% | $70,124-14.5% |
| Participation rate | 84.7% | 72.8%+11.9pp | 76.9%+7.8pp | 69.5%+15.2pp |
| Annual return | 14.28% | 21.57%-7.3pp | 25.88%-11.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $2,273 | $1,755+29.5% | $2,428-6.4% | $2,342-3.0% |
| Participant deferral / active EE | $2,458 | $2,987-17.7% | $3,706-33.7% | $3,332-26.2% |
| Admin fee / account holder | $2,103 | $4,512-53.4% | $5,608-62.5% | $4,645-54.7% |