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 | $84,607 | $65,395+29.4% | $182,540-53.7% | $72,975+15.9% |
| Participation rate | 92.3% | 65.4%+26.9pp | 78.0%+14.3pp | 69.5%+22.8pp |
| Annual return | 33.10% | 27.68%+5.4pp | 148.58%-115.5pp | 81.01%-47.9pp |
| Employer contribution / active EE | $3,707 | $1,911+94.0% | $4,076-9.0% | $2,440+51.9% |
| Participant deferral / active EE | $6,677 | $3,563+87.4% | $5,525+20.8% | $3,608+85.1% |
| Admin fee / account holder | $618 | $4,245-85.4% | $8,593-92.8% | $5,124-87.9% |