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 | $65,365 | $88,360-26.0% | $145,433-55.1% | $67,986-3.9% |
| Participation rate | 94.4% | 65.5%+29.0pp | 82.1%+12.3pp | 57.2%+37.2pp |
| Annual return | 30.99% | 63.15%-32.2pp | 66.58%-35.6pp | 31.67%-0.7pp |
| Employer contribution / active EE | $4,218 | $3,054+38.1% | $4,554-7.4% | $2,019+108.9% |
| Participant deferral / active EE | $10,587 | $5,932+78.5% | $7,897+34.1% | $3,358+215.3% |
| Admin fee / account holder | $3,951 | $3,313+19.2% | $13,129-69.9% | $3,203+23.3% |