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 | $34,573 | $57,119-39.5% | $85,187-59.4% | $80,935-57.3% |
| Participation rate | 96.6% | 56.4%+40.2pp | 67.5%+29.1pp | 67.7%+29.0pp |
| Annual return | 13.69% | 21.70%-8.0pp | 66.67%-53.0pp | 35.66%-22.0pp |
| Employer contribution / active EE | $2,537 | $1,802+40.8% | $2,732-7.2% | $2,757-8.0% |
| Participant deferral / active EE | $2,813 | $3,115-9.7% | $4,525-37.8% | $4,299-34.6% |
| Admin fee / account holder | $964 | $4,990-80.7% | $6,162-84.4% | $6,924-86.1% |