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 | $63,845+103.5% | $81,370+59.7% | $80,959+60.5% |
| Participation rate | 94.7% | 63.9%+30.9pp | 69.5%+25.2pp | 67.7%+27.1pp |
| Annual return | 17.04% | 16.37%+0.7pp | 24.85%-7.8pp | 35.67%-18.6pp |
| Employer contribution / active EE | $4,145 | $1,980+109.4% | $2,464+68.2% | $2,757+50.3% |
| Participant deferral / active EE | $7,803 | $3,093+152.3% | $3,885+100.8% | $4,300+81.5% |
| Admin fee / account holder | $23,604 | $5,688+315.0% | $5,749+310.6% | $6,925+240.8% |