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 | $28,975 | $82,678-65.0% | $125,391-76.9% | $68,490-57.7% |
| Participation rate | 89.8% | 75.1%+14.7pp | 82.4%+7.4pp | 67.9%+21.9pp |
| Annual return | -20.87% | -5.97%-14.9pp | 572.41%-593.3pp | -7.85%-13.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,490 | $6,111-26.5% | $7,448-39.7% | $4,028+11.5% |
| Admin fee / account holder | $3,451 | $6,277-45.0% | $10,009-65.5% | $5,403-36.1% |