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 | $78,783 | $64,719+21.7% | $112,249-29.8% | $68,486+15.0% |
| Participation rate | 98.9% | 67.2%+31.8pp | 75.1%+23.9pp | 67.9%+31.1pp |
| Annual return | -19.91% | -11.40%-8.5pp | 27.48%-47.4pp | -7.85%-12.1pp |
| Employer contribution / active EE | $7,808 | $2,747+184.3% | $3,636+114.7% | $2,597+200.7% |
| Participant deferral / active EE | $4,650 | $3,565+30.4% | $4,729-1.7% | $4,028+15.5% |
| Admin fee / account holder | $7,727 | $5,232+47.7% | $6,412+20.5% | $5,404+43.0% |