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 | $42,106 | $56,894-26.0% | $84,753-50.3% | $62,881-33.0% |
| Participation rate | 82.5% | 68.5%+13.9pp | 76.6%+5.9pp | 69.3%+13.2pp |
| Annual return | 5.97% | 6.30%-0.3pp | 22.78%-16.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $454 | $2,400-81.1% | $3,574-87.3% | $2,281-80.1% |
| Participant deferral / active EE | $2,635 | $2,709-2.8% | $3,712-29.0% | $3,203-17.7% |
| Admin fee / account holder | $488 | $3,581-86.4% | $5,333-90.9% | $4,296-88.6% |