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 | $62,609 | $83,045-24.6% | $130,045-51.9% | $71,511-12.4% |
| Participation rate | 96.1% | 74.1%+22.0pp | 78.5%+17.6pp | 67.9%+28.2pp |
| Annual return | 18.29% | 20.61%-2.3pp | -137.30%+155.6pp | 28.86%-10.6pp |
| Employer contribution / active EE | $7,713 | $2,623+194.0% | $4,321+78.5% | $2,589+197.9% |
| Participant deferral / active EE | $4,549 | $4,436+2.6% | $5,820-21.8% | $4,291+6.0% |
| Admin fee / account holder | $1,751 | $1,727+1.4% | $10,600-83.5% | $1,588+10.2% |