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 | $81,807 | $43,075+89.9% | $74,577+9.7% | $62,881+30.1% |
| Participation rate | 98.8% | 58.1%+40.8pp | 68.1%+30.7pp | 69.3%+29.5pp |
| Annual return | 7.42% | 17.50%-10.1pp | 20.47%-13.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,762 | $1,498+17.6% | $2,525-30.2% | $2,281-22.8% |
| Participant deferral / active EE | $5,434 | $2,389+127.4% | $3,458+57.1% | $3,203+69.7% |
| Admin fee / account holder | $1,273 | $2,840-55.2% | $4,138-69.2% | $4,296-70.4% |