Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $57,091 | $104,098-45.2% | $140,514-59.4% | $94,015-39.3% |
| Participation rate | 95.5% | 73.7%+21.8pp | 77.8%+17.7pp | 70.8%+24.7pp |
| Annual return | 27.41% | 15.14%+12.3pp | 14.36%+13.1pp | 17.84%+9.6pp |
| Employer contribution / active EE | $8,282 | $2,388+246.8% | $3,378+145.2% | $2,790+196.8% |
| Participant deferral / active EE | $16,002 | $4,033+296.8% | $4,919+225.3% | $4,249+276.6% |
| Admin fee / account holder | $8,610 | $10,439-17.5% | $13,697-37.1% | $8,951-3.8% |