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 | $147,022 | $80,763+82.0% | $102,412+43.6% | $74,459+97.5% |
| Participation rate | 83.5% | 65.7%+17.8pp | 74.5%+9.0pp | 67.2%+16.3pp |
| Annual return | 10.93% | 27.57%-16.6pp | 24.94%-14.0pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $5,020 | $3,160+58.9% | $3,870+29.7% | $2,626+91.2% |
| Participant deferral / active EE | $7,021 | $3,862+81.8% | $5,060+38.8% | $4,350+61.4% |
| Admin fee / account holder | $39,349 | $2,371+1559.3% | $8,388+369.1% | $1,945+1923.3% |