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 | $82,380 | $43,749+88.3% | $158,223-47.9% | $65,306+26.1% |
| Participation rate | 79.6% | 56.9%+22.8pp | 79.2%+0.4pp | 57.7%+22.0pp |
| Annual return | 14.47% | 19.41%-4.9pp | 52.09%-37.6pp | 21.94%-7.5pp |
| Employer contribution / active EE | $2,842 | $1,497+89.8% | $4,109-30.8% | $1,967+44.5% |
| Participant deferral / active EE | $2,791 | $2,019+38.3% | $5,467-48.9% | $2,959-5.7% |
| Admin fee / account holder | $5,322 | $1,930+175.7% | $16,047-66.8% | $3,480+52.9% |