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 | $26,888 | $77,574-65.3% | $108,753-75.3% | $86,983-69.1% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 1.18% | 18.42%-17.2pp | 37.47%-36.3pp | 25.83%-24.6pp |
| Employer contribution / active EE | $3,914 | $1,611+143.0% | $2,427+61.3% | $2,584+51.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $28,409 | $6,529+335.2% | $10,320+175.3% | $7,856+261.6% |