Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $89,757 | $29,670+202.5% | $56,054+60.1% | $80,911+10.9% |
| Participation rate | 95.2% | 41.7%+53.5pp | 52.5%+42.7pp | 67.6%+27.5pp |
| Annual return | -0.12% | 35.24%-35.4pp | 1705.95%-1706.1pp | 35.63%-35.8pp |
| Employer contribution / active EE | $3,386 | $670+405.6% | $1,039+225.9% | $2,756+22.9% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,952-100.0% | $4,297-100.0% |
| Admin fee / account holder | $797 | $2,431-67.2% | $2,822-71.8% | $6,935-88.5% |