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 | $30,200 | $46,877-35.6% | $122,354-75.3% | $70,124-56.9% |
| Participation rate | 84.6% | 58.2%+26.4pp | 71.6%+13.0pp | 69.5%+15.1pp |
| Annual return | 16.13% | 24.22%-8.1pp | 30.28%-14.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,428 | $1,288+10.9% | $4,051-64.7% | $2,342-39.0% |
| Participant deferral / active EE | $1,989 | $2,167-8.2% | $3,287-39.5% | $3,332-40.3% |
| Admin fee / account holder | $1,633 | $3,324-50.9% | $5,479-70.2% | $4,645-64.8% |