Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $24,651 | $56,438-56.3% | $76,872-67.9% | $71,511-65.5% |
| Participation rate | 99.1% | 64.3%+34.8pp | 69.6%+29.5pp | 67.9%+31.1pp |
| Annual return | 28.30% | 19.05%+9.3pp | 37.90%-9.6pp | 28.86%-0.6pp |
| Employer contribution / active EE | $3,041 | $1,864+63.2% | $2,533+20.0% | $2,589+17.4% |
| Participant deferral / active EE | $7,039 | $3,136+124.4% | $3,832+83.7% | $4,291+64.1% |
| Admin fee / account holder | $1,998 | $1,430+39.7% | $5,476-63.5% | $1,588+25.8% |