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 | $67,538 | $80,983-16.6% | $96,544-30.0% | $75,177-10.2% |
| Participation rate | 94.4% | 71.8%+22.7pp | 76.0%+18.5pp | 67.2%+27.2pp |
| Annual return | 28.68% | 27.05%+1.6pp | 25.88%+2.8pp | 160.75%-132.1pp |
| Employer contribution / active EE | $3,207 | $2,282+40.5% | $2,966+8.1% | $2,671+20.1% |
| Participant deferral / active EE | $6,007 | $3,929+52.9% | $4,851+23.8% | $4,126+45.6% |
| Admin fee / account holder | $2,532 | $6,717-62.3% | $8,254-69.3% | $5,651-55.2% |