Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $98,505 | $65,246+51.0% | $98,716-0.2% | $67,986+44.9% |
| Participation rate | 84.9% | 51.4%+33.5pp | 69.3%+15.6pp | 57.2%+27.7pp |
| Annual return | 12.96% | 20.58%-7.6pp | 31.81%-18.9pp | 31.67%-18.7pp |
| Employer contribution / active EE | $1,009 | $1,042-3.2% | $2,279-55.7% | $2,019-50.0% |
| Participant deferral / active EE | $5,139 | $2,594+98.1% | $4,048+27.0% | $3,358+53.0% |
| Admin fee / account holder | $10,180 | $4,561+123.2% | $8,703+17.0% | $3,203+217.8% |