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 | $67,115 | $64,734+3.7% | $90,796-26.1% | $64,097+4.7% |
| Participation rate | 72.2% | 53.2%+19.0pp | 69.5%+2.7pp | 55.2%+17.0pp |
| Annual return | 19.01% | 17.77%+1.2pp | 19.29%-0.3pp | 34.64%-15.6pp |
| Employer contribution / active EE | $2,663 | $1,703+56.4% | $2,294+16.1% | $1,891+40.8% |
| Participant deferral / active EE | $5,341 | $2,629+103.1% | $3,822+39.8% | $3,080+73.4% |
| Admin fee / account holder | $1,386 | $3,474-60.1% | $7,024-80.3% | $3,454-59.9% |