Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $58,592 | $88,360-33.7% | $145,433-59.7% | $67,986-13.8% |
| Participation rate | 94.0% | 65.5%+28.5pp | 82.1%+11.9pp | 57.2%+36.8pp |
| Annual return | 27.48% | 63.15%-35.7pp | 66.58%-39.1pp | 31.67%-4.2pp |
| Employer contribution / active EE | $8,140 | $3,054+166.5% | $4,554+78.7% | $2,019+303.2% |
| Participant deferral / active EE | $11,324 | $5,932+90.9% | $7,897+43.4% | $3,358+237.2% |
| Admin fee / account holder | $2,443 | $3,313-26.3% | $13,129-81.4% | $3,203-23.7% |