Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,836 | $48,050-73.3% | $96,754-86.7% | $64,340-80.1% |
| Participation rate | 77.9% | 40.6%+37.3pp | 70.3%+7.6pp | 55.2%+22.6pp |
| Annual return | 25.50% | 23.41%+2.1pp | 82.04%-56.5pp | 24.14%+1.4pp |
| Employer contribution / active EE | $2,104 | $1,204+74.8% | $2,679-21.5% | $1,862+13.0% |
| Participant deferral / active EE | $3,227 | $2,191+47.3% | $4,758-32.2% | $2,980+8.3% |
| Admin fee / account holder | $980 | $3,741-73.8% | $8,905-89.0% | $3,703-73.5% |