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 | $138,430 | $93,617+47.9% | $135,982+1.8% | $75,177+84.1% |
| Participation rate | 88.2% | 75.2%+13.0pp | 81.9%+6.2pp | 67.2%+21.0pp |
| Annual return | 14.22% | 30.89%-16.7pp | 68.32%-54.1pp | 160.75%-146.5pp |
| Employer contribution / active EE | $2,403 | $3,538-32.1% | $4,859-50.5% | $2,671-10.0% |
| Participant deferral / active EE | $8,798 | $6,406+37.3% | $7,760+13.4% | $4,126+113.2% |
| Admin fee / account holder | $10,624 | $6,980+52.2% | $10,767-1.3% | $5,651+88.0% |