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 | $69,017 | $46,599+48.1% | $64,101+7.7% | $75,173-8.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 8.02% | 26.06%-18.0pp | 33.72%-25.7pp | 160.72%-152.7pp |
| Employer contribution / active EE | $2,666 | $1,975+35.0% | $2,749-3.0% | $2,671-0.2% |
| Participant deferral / active EE | $1,954 | $2,837-31.1% | $3,881-49.7% | $4,126-52.7% |
| Admin fee / account holder | $5,448 | $2,956+84.3% | $3,070+77.5% | $5,651-3.6% |