Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $85,611 | $55,470+54.3% | $155,556-45.0% | $74,478+14.9% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.8pp | 67.2%+31.9pp |
| Annual return | 10.42% | 269.80%-259.4pp | 64.84%-54.4pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $6,513 | $2,267+187.4% | $4,675+39.3% | $2,626+148.0% |
| Participant deferral / active EE | $3,848 | $2,838+35.6% | $5,631-31.7% | $4,350-11.6% |
| Admin fee / account holder | $12,546 | $1,744+619.3% | $15,885-21.0% | $1,946+544.8% |