Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $110,208 | $138,366-20.4% | $184,185-40.2% | $80,911+36.2% |
| Participation rate | 97.8% | 83.9%+13.9pp | 86.8%+11.0pp | 67.6%+30.2pp |
| Annual return | 39.93% | 20.02%+19.9pp | 28.81%+11.1pp | 35.63%+4.3pp |
| Employer contribution / active EE | $6,896 | $4,849+42.2% | $6,426+7.3% | $2,756+150.2% |
| Participant deferral / active EE | $13,420 | $7,074+89.7% | $9,132+47.0% | $4,297+212.3% |
| Admin fee / account holder | $1,822 | $10,484-82.6% | $13,909-86.9% | $6,935-73.7% |