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 | $87,194 | $56,894+53.3% | $84,753+2.9% | $62,881+38.7% |
| Participation rate | 98.8% | 68.5%+30.2pp | 76.6%+22.2pp | 69.3%+29.5pp |
| Annual return | 9.93% | 6.30%+3.6pp | 22.78%-12.9pp | 20.14%-10.2pp |
| Employer contribution / active EE | $3,469 | $2,400+44.5% | $3,574-3.0% | $2,281+52.1% |
| Participant deferral / active EE | $4,238 | $2,709+56.4% | $3,712+14.2% | $3,203+32.3% |
| Admin fee / account holder | $1,752 | $3,581-51.1% | $5,333-67.1% | $4,296-59.2% |