Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $88,121 | $78,670+12.0% | $109,173-19.3% | $85,847+2.6% |
| Participation rate | 98.3% | 68.3%+30.1pp | 75.9%+22.5pp | 69.3%+29.0pp |
| Annual return | 12.11% | 25.09%-13.0pp | 25.75%-13.6pp | 318.61%-306.5pp |
| Employer contribution / active EE | $4,757 | $2,734+74.0% | $3,723+27.8% | $2,565+85.4% |
| Participant deferral / active EE | $3,881 | $3,467+11.9% | $4,654-16.6% | $3,952-1.8% |
| Admin fee / account holder | $6,379 | $5,469+16.6% | $6,755-5.6% | $6,261+1.9% |