Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $64,950 | $98,776-34.2% | $149,745-56.6% | $79,856-18.7% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.5%+13.4pp | 69.6%+26.2pp |
| Annual return | 13.89% | 27.38%-13.5pp | 276.72%-262.8pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,712 | $3,217-15.7% | $4,646-41.6% | $2,471+9.8% |
| Participant deferral / active EE | $9,618 | $5,681+69.3% | $6,843+40.6% | $3,741+157.1% |
| Admin fee / account holder | $4,502 | $6,053-25.6% | $9,312-51.6% | $5,306-15.2% |