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 | $80,016 | $69,977+14.3% | $108,582-26.3% | $62,881+27.3% |
| Participation rate | 95.6% | 72.9%+22.7pp | 79.6%+16.0pp | 69.3%+26.3pp |
| Annual return | 7.55% | 10.73%-3.2pp | -51.70%+59.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,794 | $2,135+30.9% | $3,758-25.6% | $2,281+22.5% |
| Participant deferral / active EE | $4,855 | $3,165+53.4% | $4,311+12.6% | $3,203+51.6% |
| Admin fee / account holder | $30,683 | $5,076+504.4% | $7,645+301.3% | $4,296+614.3% |