Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $159,901 | $123,478+29.5% | $216,567-26.2% | $94,015+70.1% |
| Participation rate | 81.0% | 75.1%+5.9pp | 81.6%-0.6pp | 70.8%+10.2pp |
| Annual return | 31.31% | 23.61%+7.7pp | 12.94%+18.4pp | 17.84%+13.5pp |
| Employer contribution / active EE | $2,390 | $3,136-23.8% | $5,216-54.2% | $2,790-14.3% |
| Participant deferral / active EE | $6,373 | $4,556+39.9% | $6,191+2.9% | $4,249+50.0% |
| Admin fee / account holder | $13,359 | $12,753+4.8% | $21,981-39.2% | $8,951+49.2% |