Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $53,121 | $60,349-12.0% | $74,184-28.4% | $62,881-15.5% |
| Participation rate | 90.1% | 72.7%+17.4pp | 76.6%+13.5pp | 69.3%+20.8pp |
| Annual return | 8.22% | 21.38%-13.2pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $636 | $1,680-62.2% | $2,370-73.2% | $2,281-72.1% |
| Participant deferral / active EE | $1,988 | $2,856-30.4% | $3,550-44.0% | $3,203-37.9% |
| Admin fee / account holder | $684 | $4,261-83.9% | $5,586-87.8% | $4,296-84.1% |