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 | $50,475 | $73,978-31.8% | $96,515-47.7% | $75,173-32.9% |
| Participation rate | 75.0% | 66.4%+8.6pp | 74.3%+0.7pp | 67.2%+7.8pp |
| Annual return | 11.14% | 26.72%-15.6pp | 35.73%-24.6pp | 160.72%-149.6pp |
| Employer contribution / active EE | $2,551 | $2,931-12.9% | $3,740-31.8% | $2,671-4.5% |
| Participant deferral / active EE | $5,615 | $3,660+53.4% | $4,880+15.1% | $4,126+36.1% |
| Admin fee / account holder | $4,209 | $5,219-19.4% | $6,735-37.5% | $5,651-25.5% |