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 | $59,144 | $47,479+24.6% | $62,929-6.0% | $82,448-28.3% |
| Participation rate | 94.4% | 66.9%+27.6pp | 73.1%+21.3pp | 68.1%+26.4pp |
| Annual return | 10.50% | 20.34%-9.8pp | 1063.93%-1053.4pp | 41.64%-31.1pp |
| Employer contribution / active EE | $2,673 | $1,885+41.8% | $2,505+6.7% | $2,551+4.8% |
| Participant deferral / active EE | $4,034 | $2,870+40.5% | $3,888+3.8% | $4,139-2.5% |
| Admin fee / account holder | $2,640 | $3,804-30.6% | $5,065-47.9% | $7,234-63.5% |