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 | $57,590-33.1% | $86,233-55.3% | $82,448-53.3% |
| Participation rate | 95.3% | 57.9%+37.5pp | 69.0%+26.3pp | 68.1%+27.3pp |
| Annual return | 26.38% | 22.41%+4.0pp | 61.39%-35.0pp | 41.64%-15.3pp |
| Employer contribution / active EE | $2,662 | $1,655+60.8% | $2,504+6.3% | $2,551+4.4% |
| Participant deferral / active EE | $4,524 | $3,080+46.9% | $4,559-0.8% | $4,139+9.3% |
| Admin fee / account holder | $3,022 | $4,730-36.1% | $8,342-63.8% | $7,234-58.2% |