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 | $122,745 | $74,089+65.7% | $133,975-8.4% | $55,167+122.5% |
| Participation rate | 95.0% | 84.3%+10.7pp | 87.1%+7.9pp | 69.0%+26.0pp |
| Annual return | 20.47% | 12.11%+8.4pp | 29.29%-8.8pp | 169.23%-148.8pp |
| Employer contribution / active EE | $21,157 | $3,064+590.6% | $5,211+306.0% | $1,963+978.0% |
| Participant deferral / active EE | $12,394 | $4,678+164.9% | $6,282+97.3% | $3,054+305.8% |
| Admin fee / account holder | $2,198 | $458+379.6% | $9,324-76.4% | $504+336.1% |