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 | $129,911 | $64,517+101.4% | $81,438+59.5% | $80,874+60.6% |
| Participation rate | 94.7% | 63.9%+30.8pp | 69.5%+25.2pp | 67.6%+27.1pp |
| Annual return | 17.04% | 16.35%+0.7pp | 24.74%-7.7pp | 35.62%-18.6pp |
| Employer contribution / active EE | $4,145 | $1,982+109.2% | $2,460+68.5% | $2,756+50.4% |
| Participant deferral / active EE | $7,803 | $3,096+152.1% | $3,883+101.0% | $4,297+81.6% |
| Admin fee / account holder | $23,604 | $5,677+315.8% | $5,764+309.5% | $6,935+240.4% |