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 | $81,276+147.2% | $155,574+29.1% | $80,925+148.2% |
| Participation rate | 78.1% | 66.2%+11.9pp | 78.2%-0.1pp | 67.7%+10.5pp |
| Annual return | 14.01% | 33.36%-19.3pp | 64.87%-50.9pp | 35.65%-21.6pp |
| Employer contribution / active EE | $8,649 | $3,103+178.7% | $4,676+85.0% | $2,756+213.8% |
| Participant deferral / active EE | $6,331 | $3,453+83.3% | $5,629+12.5% | $4,299+47.3% |
| Admin fee / account holder | $36,503 | $7,993+356.7% | $15,914+129.4% | $6,940+426.0% |