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 | $79,808 | $95,453-16.4% | $112,040-28.8% | $82,448-3.2% |
| Participation rate | 90.3% | 72.8%+17.6pp | 76.5%+13.8pp | 68.1%+22.3pp |
| Annual return | 15.17% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,251 | $2,318-2.9% | $2,954-23.8% | $2,551-11.8% |
| Participant deferral / active EE | $3,644 | $4,224-13.7% | $5,098-28.5% | $4,139-12.0% |
| Admin fee / account holder | $3,385 | $9,013-62.4% | $12,098-72.0% | $7,234-53.2% |