Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $34,676 | $106,749-67.5% | $145,433-76.2% | $82,448-57.9% |
| Participation rate | 95.0% | 75.6%+19.4pp | 82.1%+12.9pp | 68.1%+26.9pp |
| Annual return | 44.06% | 27.59%+16.5pp | 66.58%-22.5pp | 41.64%+2.4pp |
| Employer contribution / active EE | $3,729 | $3,444+8.3% | $4,554-18.1% | $2,551+46.2% |
| Participant deferral / active EE | $8,246 | $6,519+26.5% | $7,897+4.4% | $4,139+99.2% |
| Admin fee / account holder | $1,850 | $8,390-77.9% | $13,129-85.9% | $7,234-74.4% |