Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $214,630 | $77,920+175.4% | $149,723+43.4% | $75,177+185.5% |
| Participation rate | 80.3% | 65.6%+14.7pp | 78.8%+1.5pp | 67.2%+13.1pp |
| Annual return | 21.78% | 31.72%-9.9pp | 134.50%-112.7pp | 160.75%-139.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,030 | $3,411-69.8% | $5,682-81.9% | $4,126-75.0% |
| Admin fee / account holder | $5,879 | $5,951-1.2% | $13,215-55.5% | $5,651+4.0% |