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 | $29,045 | $65,582-55.7% | $64,099-54.7% | $71,495-59.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 23.06% | 18.96%+4.1pp | 33.70%-10.6pp | 28.85%-5.8pp |
| Employer contribution / active EE | $4,677 | $2,671+75.2% | $2,748+70.2% | $2,589+80.6% |
| Participant deferral / active EE | $2,321 | $3,628-36.0% | $3,881-40.2% | $4,291-45.9% |
| Admin fee / account holder | $507 | $616-17.8% | $3,070-83.5% | $1,588-68.1% |