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 | $249,385 | $138,393+80.2% | $184,256+35.3% | $80,959+208.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 21.31% | 20.01%+1.3pp | 28.85%-7.5pp | 35.67%-14.4pp |
| Employer contribution / active EE | $6,776 | $4,847+39.8% | $6,427+5.4% | $2,757+145.8% |
| Participant deferral / active EE | $11,985 | $7,076+69.4% | $9,133+31.2% | $4,300+178.7% |
| Admin fee / account holder | $2,047 | $10,489-80.5% | $13,899-85.3% | $6,925-70.4% |