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 | $77,839 | $88,360-11.9% | $145,433-46.5% | $67,986+14.5% |
| Participation rate | 78.0% | 65.5%+12.6pp | 82.1%-4.1pp | 57.2%+20.8pp |
| Annual return | 16.92% | 63.15%-46.2pp | 66.58%-49.7pp | 31.67%-14.7pp |
| Employer contribution / active EE | $650 | $3,054-78.7% | $4,554-85.7% | $2,019-67.8% |
| Participant deferral / active EE | $4,109 | $5,932-30.7% | $7,897-48.0% | $3,358+22.4% |
| Admin fee / account holder | $1,278 | $3,313-61.4% | $13,129-90.3% | $3,203-60.1% |