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 | $84,140 | $88,137-4.5% | $164,975-49.0% | $74,429+13.0% |
| Participation rate | 80.2% | 73.1%+7.1pp | 78.6%+1.6pp | 67.2%+13.0pp |
| Annual return | 15.78% | 17.13%-1.3pp | 70.12%-54.3pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $5,570 | $2,597+114.5% | $4,343+28.3% | $2,625+112.2% |
| Participant deferral / active EE | $7,239 | $4,501+60.8% | $6,033+20.0% | $4,348+66.5% |
| Admin fee / account holder | $4,409 | $2,231+97.6% | $12,688-65.3% | $1,944+126.8% |