Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $43,508 | $58,311-25.4% | $81,882-46.9% | $80,959-46.3% |
| Participation rate | 80.6% | 63.5%+17.1pp | 72.4%+8.2pp | 67.7%+12.9pp |
| Annual return | 18.78% | 41.85%-23.1pp | 779.47%-760.7pp | 35.67%-16.9pp |
| Employer contribution / active EE | $2,806 | $2,347+19.6% | $2,916-3.8% | $2,757+1.8% |
| Participant deferral / active EE | $5,368 | $3,287+63.3% | $4,323+24.2% | $4,300+24.8% |
| Admin fee / account holder | $8,264 | $4,752+73.9% | $7,360+12.3% | $6,925+19.3% |