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 | $70,694 | $81,504-13.3% | $102,437-31.0% | $80,959-12.7% |
| Participation rate | 80.4% | 66.9%+13.6pp | 74.5%+5.9pp | 67.7%+12.7pp |
| Annual return | 18.41% | 25.60%-7.2pp | 24.95%-6.5pp | 35.67%-17.3pp |
| Employer contribution / active EE | $1,727 | $3,104-44.4% | $3,871-55.4% | $2,757-37.4% |
| Participant deferral / active EE | $2,645 | $3,871-31.7% | $5,060-47.7% | $4,300-38.5% |
| Admin fee / account holder | $2,655 | $6,719-60.5% | $8,388-68.3% | $6,925-61.7% |