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 | $93,531 | $106,749-12.4% | $145,433-35.7% | $82,448+13.4% |
| Participation rate | 90.2% | 75.6%+14.5pp | 82.1%+8.0pp | 68.1%+22.1pp |
| Annual return | 16.05% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $3,309 | $3,444-3.9% | $4,554-27.4% | $2,551+29.7% |
| Participant deferral / active EE | $6,580 | $6,519+0.9% | $7,897-16.7% | $4,139+59.0% |
| Admin fee / account holder | $1,020 | $8,390-87.8% | $13,129-92.2% | $7,234-85.9% |