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 | $141,038 | $89,370+57.8% | $141,197-0.1% | $72,976+93.3% |
| Participation rate | 96.5% | 75.1%+21.3pp | 82.5%+14.0pp | 69.5%+27.0pp |
| Annual return | 29.17% | 111.88%-82.7pp | 71.41%-42.2pp | 81.02%-51.8pp |
| Employer contribution / active EE | $3,190 | $3,115+2.4% | $4,736-32.6% | $2,440+30.8% |
| Participant deferral / active EE | $8,152 | $5,419+50.4% | $6,710+21.5% | $3,608+126.0% |
| Admin fee / account holder | $1,766 | $5,957-70.4% | $10,265-82.8% | $5,124-65.5% |