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 | $102,198 | $76,407+33.8% | $150,298-32.0% | $82,448+24.0% |
| Participation rate | 75.9% | 66.4%+9.6pp | 77.8%-1.8pp | 68.1%+7.9pp |
| Annual return | 16.47% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,622 | $2,614+0.3% | $4,154-36.9% | $2,551+2.8% |
| Participant deferral / active EE | $4,580 | $3,214+42.5% | $5,453-16.0% | $4,139+10.6% |
| Admin fee / account holder | $803 | $6,352-87.4% | $14,116-94.3% | $7,234-88.9% |