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 | $78,470 | $138,386-43.3% | $184,260-57.4% | $80,935-3.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 15.77% | 20.02%-4.3pp | 28.84%-13.1pp | 35.66%-19.9pp |
| Employer contribution / active EE | $3,839 | $4,851-20.9% | $6,427-40.3% | $2,757+39.3% |
| Participant deferral / active EE | $10,211 | $7,076+44.3% | $9,133+11.8% | $4,299+137.5% |
| Admin fee / account holder | $1,900 | $10,489-81.9% | $13,898-86.3% | $6,924-72.6% |