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 | $134,562 | $77,492+73.6% | $100,398+34.0% | $80,911+66.3% |
| Participation rate | 96.7% | 76.9%+19.8pp | 81.5%+15.2pp | 67.6%+29.1pp |
| Annual return | 24.49% | 37.23%-12.7pp | 49.32%-24.8pp | 35.63%-11.1pp |
| Employer contribution / active EE | $5,755 | $2,800+105.5% | $3,946+45.8% | $2,756+108.8% |
| Participant deferral / active EE | $11,863 | $6,817+74.0% | $8,084+46.7% | $4,297+176.1% |
| Admin fee / account holder | $4,630 | $5,892-21.4% | $7,893-41.3% | $6,935-33.2% |