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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $229,594 | $99,957+129.7% | $149,745+53.3% | $73,497+212.4% |
| Participation rate | 97.2% | 75.7%+21.5pp | 82.5%+14.8pp | 70.7%+26.6pp |
| Annual return | 12.16% | 53.87%-41.7pp | 276.72%-264.6pp | 28.51%-16.4pp |
| Employer contribution / active EE | $8,987 | $3,191+181.6% | $4,646+93.5% | $2,270+295.9% |
| Participant deferral / active EE | $9,828 | $6,073+61.8% | $6,843+43.6% | $3,740+162.8% |
| Admin fee / account holder | $15,295 | $551+2677.3% | $9,312+64.3% | $513+2881.0% |