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 | $42,887 | $49,164-12.8% | $121,169-64.6% | $75,181-43.0% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 12.57% | 56.03%-43.5pp | 986.71%-974.1pp | 160.69%-148.1pp |
| Employer contribution / active EE | $2,684 | $1,546+73.6% | $4,168-35.6% | $2,671+0.5% |
| Participant deferral / active EE | $2,039 | $2,628-22.4% | $4,083-50.1% | $4,126-50.6% |
| Admin fee / account holder | $4,410 | $3,942+11.9% | $5,645-21.9% | $5,650-21.9% |