Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $89,943 | $55,930+60.8% | $76,089+18.2% | $80,925+11.1% |
| Participation rate | 94.4% | 62.1%+32.4pp | 69.1%+25.4pp | 67.7%+26.8pp |
| Annual return | 8.95% | 20.58%-11.6pp | 360.94%-352.0pp | 35.65%-26.7pp |
| Employer contribution / active EE | $3,742 | $1,866+100.5% | $2,690+39.1% | $2,756+35.8% |
| Participant deferral / active EE | $3,743 | $3,051+22.7% | $4,259-12.1% | $4,299-12.9% |
| Admin fee / account holder | $5,011 | $5,241-4.4% | $6,418-21.9% | $6,940-27.8% |