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 | $53,352 | $77,492-31.2% | $100,398-46.9% | $80,911-34.1% |
| Participation rate | 95.6% | 76.9%+18.6pp | 81.5%+14.1pp | 67.6%+27.9pp |
| Annual return | 32.67% | 37.23%-4.6pp | 49.32%-16.6pp | 35.63%-3.0pp |
| Employer contribution / active EE | $3,456 | $2,800+23.4% | $3,946-12.4% | $2,756+25.4% |
| Participant deferral / active EE | $12,540 | $6,817+83.9% | $8,084+55.1% | $4,297+191.8% |
| Admin fee / account holder | $3,461 | $5,892-41.3% | $7,893-56.2% | $6,935-50.1% |