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 | $69,790 | $73,978-5.7% | $96,515-27.7% | $75,173-7.2% |
| Participation rate | 93.7% | 66.4%+27.2pp | 74.3%+19.3pp | 67.2%+26.5pp |
| Annual return | 23.96% | 26.72%-2.8pp | 35.73%-11.8pp | 160.72%-136.8pp |
| Employer contribution / active EE | $3,106 | $2,931+6.0% | $3,740-17.0% | $2,671+16.3% |
| Participant deferral / active EE | $6,114 | $3,660+67.0% | $4,880+25.3% | $4,126+48.2% |
| Admin fee / account holder | $12,655 | $5,219+142.5% | $6,735+87.9% | $5,651+124.0% |