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 | $112,577 | $72,492+55.3% | $87,104+29.2% | $72,975+54.3% |
| Participation rate | 97.7% | 72.8%+24.9pp | 76.9%+20.9pp | 69.5%+28.2pp |
| Annual return | 6.62% | 24.46%-17.8pp | 28.19%-21.6pp | 81.01%-74.4pp |
| Employer contribution / active EE | $1,914 | $1,894+1.1% | $2,521-24.1% | $2,440-21.5% |
| Participant deferral / active EE | $4,159 | $3,270+27.2% | $4,048+2.7% | $3,608+15.3% |
| Admin fee / account holder | $6,333 | $5,055+25.3% | $7,491-15.5% | $5,124+23.6% |