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 | $141,076 | $85,766+64.5% | $136,298+3.5% | $70,126+101.2% |
| Participation rate | 99.0% | 74.2%+24.8pp | 81.9%+17.0pp | 69.5%+29.4pp |
| Annual return | 13.05% | 31.46%-18.4pp | 5156.27%-5143.2pp | 73.15%-60.1pp |
| Employer contribution / active EE | $4,211 | $2,966+42.0% | $4,696-10.3% | $2,343+79.8% |
| Participant deferral / active EE | $5,895 | $5,051+16.7% | $6,247-5.6% | $3,332+76.9% |
| Admin fee / account holder | $1,227 | $5,421-77.4% | $9,244-86.7% | $4,645-73.6% |