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 | $76,886 | $73,978+3.9% | $96,515-20.3% | $75,173+2.3% |
| Participation rate | 91.8% | 66.4%+25.3pp | 74.3%+17.4pp | 67.2%+24.6pp |
| Annual return | 19.67% | 26.72%-7.1pp | 35.73%-16.1pp | 160.72%-141.1pp |
| Employer contribution / active EE | $2,136 | $2,931-27.1% | $3,740-42.9% | $2,671-20.0% |
| Participant deferral / active EE | $9,088 | $3,660+148.3% | $4,880+86.2% | $4,126+120.2% |
| Admin fee / account holder | $4,943 | $5,219-5.3% | $6,735-26.6% | $5,651-12.5% |