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 | $194,936 | $88,672+119.8% | $105,223+85.3% | $82,448+136.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 12.39% | 30.86%-18.5pp | 180.65%-168.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $7,560 | $3,048+148.0% | $3,689+105.0% | $2,551+196.4% |
| Participant deferral / active EE | $6,012 | $4,036+49.0% | $5,072+18.5% | $4,139+45.2% |
| Admin fee / account holder | $7,504 | $7,146+5.0% | $8,859-15.3% | $7,234+3.7% |