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 | $40,946 | $83,090-50.7% | $130,062-68.5% | $71,529-42.8% |
| Participation rate | 78.4% | 74.1%+4.3pp | 78.5%-0.1pp | 67.9%+10.5pp |
| Annual return | 9.69% | 20.61%-10.9pp | -137.37%+147.1pp | 28.97%-19.3pp |
| Employer contribution / active EE | $1,637 | $2,624-37.6% | $4,322-62.1% | $2,590-36.8% |
| Participant deferral / active EE | $3,502 | $4,436-21.0% | $5,821-39.8% | $4,291-18.4% |
| Admin fee / account holder | $7,054 | $1,727+308.5% | $10,601-33.5% | $1,588+344.1% |