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 | $60,066 | $101,778-41.0% | $164,975-63.6% | $80,925-25.8% |
| Participation rate | 91.3% | 71.8%+19.5pp | 78.6%+12.7pp | 67.7%+23.6pp |
| Annual return | 15.52% | 16.73%-1.2pp | 70.12%-54.6pp | 35.65%-20.1pp |
| Employer contribution / active EE | $2,858 | $2,954-3.2% | $4,343-34.2% | $2,756+3.7% |
| Participant deferral / active EE | $3,764 | $4,477-15.9% | $6,033-37.6% | $4,299-12.4% |
| Admin fee / account holder | $1,873 | $8,221-77.2% | $12,688-85.2% | $6,940-73.0% |