Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,034 | $76,407-67.2% | $150,298-83.3% | $82,448-69.6% |
| Participation rate | 95.5% | 66.4%+29.1pp | 77.8%+17.7pp | 68.1%+27.4pp |
| Annual return | 39.77% | 39.99%-0.2pp | 62.79%-23.0pp | 41.64%-1.9pp |
| Employer contribution / active EE | $6,443 | $2,614+146.5% | $4,154+55.1% | $2,551+152.6% |
| Participant deferral / active EE | $10,896 | $3,214+239.0% | $5,453+99.8% | $4,139+163.2% |
| Admin fee / account holder | $5,076 | $6,352-20.1% | $14,116-64.0% | $7,234-29.8% |