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 | $68,062 | $85,515-20.4% | $112,040-39.3% | $67,986+0.1% |
| Participation rate | 96.4% | 68.2%+28.1pp | 76.5%+19.9pp | 57.2%+39.2pp |
| Annual return | 14.72% | 29.68%-15.0pp | 24.52%-9.8pp | 31.67%-16.9pp |
| Employer contribution / active EE | $1,137 | $2,191-48.1% | $2,954-61.5% | $2,019-43.7% |
| Participant deferral / active EE | $3,435 | $4,014-14.4% | $5,098-32.6% | $3,358+2.3% |
| Admin fee / account holder | $1,043 | $3,774-72.4% | $12,098-91.4% | $3,203-67.4% |