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 | $95,124 | $102,514-7.2% | $97,995-2.9% | $62,293+52.7% |
| Participation rate | 90.0% | 79.5%+10.5pp | 82.4%+7.6pp | 69.5%+20.5pp |
| Annual return | 22.45% | 32.43%-10.0pp | 23.94%-1.5pp | 28.90%-6.4pp |
| Employer contribution / active EE | $3,411 | $3,689-7.5% | $4,158-18.0% | $2,042+67.0% |
| Participant deferral / active EE | $6,312 | $5,308+18.9% | $5,097+23.8% | $3,169+99.2% |
| Admin fee / account holder | $7,268 | $378+1821.1% | $5,943+22.3% | $479+1416.2% |