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 | $128,700 | $41,016+213.8% | $152,093-15.4% | $64,097+100.8% |
| Participation rate | 83.5% | 51.3%+32.1pp | 77.8%+5.7pp | 55.2%+28.3pp |
| Annual return | 19.10% | 39.60%-20.5pp | 66.36%-47.3pp | 34.64%-15.5pp |
| Employer contribution / active EE | $5,183 | $1,342+286.1% | $4,175+24.2% | $1,891+174.0% |
| Participant deferral / active EE | $9,056 | $1,927+369.8% | $5,451+66.1% | $3,080+194.0% |
| Admin fee / account holder | $1,190 | $2,305-48.4% | $14,497-91.8% | $3,454-65.6% |