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 | $104,998 | $80,992+29.6% | $96,534+8.8% | $75,173+39.7% |
| Participation rate | 86.7% | 71.8%+14.9pp | 76.0%+10.7pp | 67.2%+19.5pp |
| Annual return | 14.14% | 27.05%-12.9pp | 25.88%-11.7pp | 160.72%-146.6pp |
| Employer contribution / active EE | $3,473 | $2,283+52.1% | $2,965+17.1% | $2,671+30.0% |
| Participant deferral / active EE | $4,391 | $3,929+11.7% | $4,851-9.5% | $4,126+6.4% |
| Admin fee / account holder | $7,210 | $6,717+7.3% | $8,253-12.6% | $5,651+27.6% |