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 | $100,704 | $53,837+87.1% | $75,714+33.0% | $85,847+17.3% |
| Participation rate | 94.5% | 69.1%+25.5pp | 74.8%+19.7pp | 69.3%+25.2pp |
| Annual return | 11.23% | 24.54%-13.3pp | 104.62%-93.4pp | 318.61%-307.4pp |
| Employer contribution / active EE | $4,742 | $2,017+135.1% | $2,744+72.9% | $2,565+84.9% |
| Participant deferral / active EE | $1,217 | $2,895-58.0% | $3,820-68.1% | $3,952-69.2% |
| Admin fee / account holder | $7,999 | $3,339+139.6% | $3,619+121.0% | $6,261+27.8% |