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 | $38,527 | $60,442-36.3% | $96,754-60.2% | $87,485-56.0% |
| Participation rate | 95.3% | 58.7%+36.6pp | 70.3%+25.1pp | 68.9%+26.4pp |
| Annual return | 26.38% | 21.97%+4.4pp | 82.04%-55.7pp | 26.06%+0.3pp |
| Employer contribution / active EE | $2,662 | $1,691+57.5% | $2,679-0.6% | $2,596+2.5% |
| Participant deferral / active EE | $4,524 | $3,280+37.9% | $4,758-4.9% | $4,274+5.9% |
| Admin fee / account holder | $3,022 | $5,069-40.4% | $8,905-66.1% | $7,775-61.1% |