Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $42,282 | $61,338-31.1% | $149,717-71.8% | $71,495-40.9% |
| Participation rate | 79.4% | 62.5%+16.9pp | 78.8%+0.6pp | 67.9%+11.4pp |
| Annual return | 38.76% | 35.86%+2.9pp | 134.41%-95.7pp | 28.85%+9.9pp |
| Employer contribution / active EE | $3,178 | $2,381+33.5% | $4,820-34.1% | $2,589+22.7% |
| Participant deferral / active EE | $8,086 | $2,919+177.0% | $5,682+42.3% | $4,291+88.5% |
| Admin fee / account holder | $2,076 | $1,263+64.4% | $13,213-84.3% | $1,588+30.8% |