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 | $123,303 | $58,895+109.4% | $178,503-30.9% | $73,497+67.8% |
| Participation rate | 89.3% | 66.2%+23.1pp | 81.9%+7.4pp | 70.7%+18.7pp |
| Annual return | 17.72% | 24.86%-7.1pp | 151.12%-133.4pp | 28.51%-10.8pp |
| Employer contribution / active EE | $1,826 | $2,236-18.3% | $5,011-63.6% | $2,270-19.5% |
| Participant deferral / active EE | $4,344 | $2,567+69.2% | $5,202-16.5% | $3,740+16.2% |
| Admin fee / account holder | $1,138 | $400+184.3% | $13,987-91.9% | $513+121.8% |