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 | $99,539 | $80,781+23.2% | $102,437-2.8% | $74,478+33.6% |
| Participation rate | 85.7% | 65.7%+20.0pp | 74.5%+11.2pp | 67.2%+18.5pp |
| Annual return | 12.62% | 27.58%-15.0pp | 24.95%-12.3pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $7,106 | $3,160+124.9% | $3,871+83.6% | $2,626+170.6% |
| Participant deferral / active EE | $6,195 | $3,862+60.4% | $5,060+22.4% | $4,350+42.4% |
| Admin fee / account holder | $3,519 | $2,372+48.4% | $8,388-58.0% | $1,946+80.9% |