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 | $128,877 | $93,057+38.5% | $153,500-16.0% | $80,925+59.3% |
| Participation rate | 98.8% | 69.0%+29.9pp | 77.1%+21.7pp | 67.7%+31.2pp |
| Annual return | 12.01% | 19.96%-7.9pp | 15.70%-3.7pp | 35.65%-23.6pp |
| Employer contribution / active EE | $5,681 | $3,507+62.0% | $5,039+12.7% | $2,756+106.1% |
| Participant deferral / active EE | $6,634 | $5,179+28.1% | $6,756-1.8% | $4,299+54.3% |
| Admin fee / account holder | $21,157 | $8,885+138.1% | $12,736+66.1% | $6,940+204.8% |