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 | $25,195 | $83,002-69.6% | $98,090-74.3% | $64,097-60.7% |
| Participation rate | 71.0% | 75.0%-4.1pp | 81.5%-10.6pp | 55.2%+15.8pp |
| Annual return | 55.72% | 38.51%+17.2pp | 37.05%+18.7pp | 34.64%+21.1pp |
| Employer contribution / active EE | $2,393 | $2,749-13.0% | $3,606-33.6% | $1,891+26.5% |
| Participant deferral / active EE | $4,117 | $6,787-39.3% | $7,845-47.5% | $3,080+33.7% |
| Admin fee / account holder | $1,018 | $3,015-66.2% | $11,815-91.4% | $3,454-70.5% |