Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $77,058 | $76,696+0.5% | $96,515-20.2% | $71,511+7.8% |
| Participation rate | 97.6% | 66.6%+31.0pp | 74.3%+23.3pp | 67.9%+29.7pp |
| Annual return | -24.54% | 48.32%-72.9pp | 35.73%-60.3pp | 28.86%-53.4pp |
| Employer contribution / active EE | $18,506 | $3,032+510.5% | $3,740+394.9% | $2,589+614.8% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $2,066 | $2,030+1.8% | $6,735-69.3% | $1,588+30.1% |