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 | $47,471 | $41,377+14.7% | $109,313-56.6% | $62,881-24.5% |
| Participation rate | 95.7% | 57.5%+38.1pp | 71.3%+24.4pp | 69.3%+26.3pp |
| Annual return | 10.75% | 11.05%-0.3pp | 22.07%-11.3pp | 20.14%-9.4pp |
| Employer contribution / active EE | $2,223 | $1,276+74.2% | $3,892-42.9% | $2,281-2.5% |
| Participant deferral / active EE | $4,410 | $2,045+115.6% | $3,166+39.3% | $3,203+37.7% |
| Admin fee / account holder | $9,362 | $2,884+224.6% | $5,666+65.2% | $4,296+117.9% |