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 | $57,435 | $60,349-4.8% | $74,184-22.6% | $62,881-8.7% |
| Participation rate | 95.3% | 72.7%+22.6pp | 76.6%+18.7pp | 69.3%+26.0pp |
| Annual return | 2.20% | 21.38%-19.2pp | 17.74%-15.5pp | 20.14%-17.9pp |
| Employer contribution / active EE | $6,011 | $1,680+257.7% | $2,370+153.6% | $2,281+163.5% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,951 | $4,261-30.7% | $5,586-47.2% | $4,296-31.3% |