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 | $173,774 | $59,006+194.5% | $97,295+78.6% | $74,478+133.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 72.7%+27.3pp | 67.2%+32.8pp |
| Annual return | -0.96% | 16.04%-17.0pp | 75.62%-76.6pp | 1370.56%-1371.5pp |
| Employer contribution / active EE | $9,135 | $1,894+382.4% | $2,723+235.5% | $2,626+247.8% |
| Participant deferral / active EE | $0 | $3,671-100.0% | $4,264-100.0% | $4,350-100.0% |
| Admin fee / account holder | $6,336 | $1,974+221.0% | $5,646+12.2% | $1,946+225.6% |