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 | $200,890 | $81,233+147.3% | $155,567+29.1% | $80,874+148.4% |
| Participation rate | 78.1% | 66.2%+11.9pp | 78.2%-0.1pp | 67.6%+10.5pp |
| Annual return | 14.01% | 33.33%-19.3pp | 64.74%-50.7pp | 35.62%-21.6pp |
| Employer contribution / active EE | $8,649 | $3,101+178.9% | $4,674+85.1% | $2,756+213.9% |
| Participant deferral / active EE | $6,331 | $3,452+83.4% | $5,628+12.5% | $4,297+47.3% |
| Admin fee / account holder | $36,503 | $7,998+356.4% | $15,916+129.3% | $6,935+426.3% |