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 | $72,608 | $93,617-22.4% | $135,982-46.6% | $75,177-3.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 24.52% | 30.89%-6.4pp | 68.32%-43.8pp | 160.75%-136.2pp |
| Employer contribution / active EE | $2,969 | $3,538-16.1% | $4,859-38.9% | $2,671+11.1% |
| Participant deferral / active EE | $6,924 | $6,406+8.1% | $7,760-10.8% | $4,126+67.8% |
| Admin fee / account holder | $1,691 | $6,980-75.8% | $10,767-84.3% | $5,651-70.1% |