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 | $31,146 | $73,978-57.9% | $96,515-67.7% | $75,173-58.6% |
| Participation rate | 98.9% | 66.4%+32.5pp | 74.3%+24.6pp | 67.2%+31.7pp |
| Annual return | 12.29% | 26.72%-14.4pp | 35.73%-23.4pp | 160.72%-148.4pp |
| Employer contribution / active EE | $3,615 | $2,931+23.3% | $3,740-3.3% | $2,671+35.3% |
| Participant deferral / active EE | $3,012 | $3,660-17.7% | $4,880-38.3% | $4,126-27.0% |
| Admin fee / account holder | $10,754 | $5,219+106.1% | $6,735+59.7% | $5,651+90.3% |