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 | $101,611 | $69,444+46.3% | $92,985+9.3% | $87,485+16.1% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.9%+31.1pp |
| Annual return | 7.94% | 23.85%-15.9pp | 27.99%-20.0pp | 26.06%-18.1pp |
| Employer contribution / active EE | $13,686 | $1,917+613.9% | $2,662+414.1% | $2,596+427.2% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,773 | $6,137-5.9% | $9,463-39.0% | $7,775-25.7% |