Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $33,408 | $79,867-58.2% | $120,344-72.2% | $64,340-48.1% |
| Participation rate | 78.6% | 63.0%+15.6pp | 76.7%+1.9pp | 55.2%+23.3pp |
| Annual return | 12.92% | 21.10%-8.2pp | 20.30%-7.4pp | 24.14%-11.2pp |
| Employer contribution / active EE | $1,283 | $1,925-33.3% | $3,020-57.5% | $1,862-31.1% |
| Participant deferral / active EE | $2,880 | $3,593-19.9% | $5,135-43.9% | $2,980-3.4% |
| Admin fee / account holder | $3,374 | $5,039-33.0% | $12,742-73.5% | $3,703-8.9% |