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 | $68,642 | $87,733-21.8% | $106,554-35.6% | $85,851-20.0% |
| Participation rate | 84.0% | 71.9%+12.1pp | 76.1%+7.9pp | 69.3%+14.7pp |
| Annual return | 13.41% | 21.86%-8.4pp | 26.80%-13.4pp | 318.63%-305.2pp |
| Employer contribution / active EE | $4,333 | $2,073+109.0% | $2,819+53.7% | $2,565+68.9% |
| Participant deferral / active EE | $3,581 | $3,469+3.2% | $4,398-18.6% | $3,952-9.4% |
| Admin fee / account holder | $1,833 | $6,767-72.9% | $7,408-75.3% | $6,261-70.7% |