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 | $66,453 | $91,424-27.3% | $135,942-51.1% | $71,495-7.1% |
| Participation rate | 81.0% | 75.7%+5.3pp | 81.9%-1.0pp | 67.9%+13.0pp |
| Annual return | 14.34% | 29.90%-15.6pp | 68.28%-53.9pp | 28.85%-14.5pp |
| Employer contribution / active EE | $3,212 | $3,704-13.3% | $4,858-33.9% | $2,589+24.1% |
| Participant deferral / active EE | $6,886 | $7,092-2.9% | $7,759-11.2% | $4,291+60.5% |
| Admin fee / account holder | $17,045 | $1,266+1246.2% | $10,764+58.3% | $1,588+973.5% |