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 | $90,633 | $87,132+4.0% | $105,624-14.2% | $80,959+11.9% |
| Participation rate | 97.8% | 70.4%+27.3pp | 75.3%+22.5pp | 67.7%+30.1pp |
| Annual return | 13.71% | 17.03%-3.3pp | 116.20%-102.5pp | 35.67%-22.0pp |
| Employer contribution / active EE | $3,131 | $2,397+30.7% | $3,168-1.1% | $2,757+13.6% |
| Participant deferral / active EE | $7,419 | $3,985+86.2% | $5,013+48.0% | $4,300+72.5% |
| Admin fee / account holder | $5,225 | $8,449-38.2% | $10,961-52.3% | $6,925-24.5% |