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 | $55,729 | $76,407-27.1% | $150,298-62.9% | $82,448-32.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 21.37% | 39.99%-18.6pp | 62.79%-41.4pp | 41.64%-20.3pp |
| Employer contribution / active EE | $5,524 | $2,614+111.3% | $4,154+33.0% | $2,551+116.5% |
| Participant deferral / active EE | $5,043 | $3,214+56.9% | $5,453-7.5% | $4,139+21.8% |
| Admin fee / account holder | $880 | $6,352-86.1% | $14,116-93.8% | $7,234-87.8% |