Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $141,112 | $81,358+73.4% | $155,556-9.3% | $80,959+74.3% |
| Participation rate | 86.0% | 66.3%+19.8pp | 78.2%+7.8pp | 67.7%+18.4pp |
| Annual return | 47.31% | 33.39%+13.9pp | 64.84%-17.5pp | 35.67%+11.6pp |
| Employer contribution / active EE | $3,628 | $3,106+16.8% | $4,675-22.4% | $2,757+31.6% |
| Participant deferral / active EE | $4,733 | $3,455+37.0% | $5,631-16.0% | $4,300+10.0% |
| Admin fee / account holder | $3,380 | $7,994-57.7% | $15,885-78.7% | $6,925-51.2% |