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 | $80,951 | $64,909+24.7% | $82,312-1.7% | $62,293+30.0% |
| Participation rate | 86.9% | 74.9%+12.0pp | 76.9%+10.0pp | 69.5%+17.4pp |
| Annual return | 19.23% | 21.18%-1.9pp | 25.88%-6.6pp | 28.90%-9.7pp |
| Employer contribution / active EE | $2,783 | $1,676+66.0% | $2,428+14.6% | $2,042+36.3% |
| Participant deferral / active EE | $6,538 | $3,103+110.7% | $3,706+76.4% | $3,169+106.3% |
| Admin fee / account holder | $386 | $440-12.1% | $5,608-93.1% | $479-19.4% |