Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,737 | $23,330-92.6% | $64,489-97.3% | $82,448-97.9% |
| Participation rate | 83.6% | 68.3%+15.4pp | 67.7%+15.9pp | 68.1%+15.6pp |
| Annual return | 7.77% | 83.66%-75.9pp | 55.03%-47.3pp | 41.64%-33.9pp |
| Employer contribution / active EE | $584 | $824-29.1% | $1,523-61.6% | $2,551-77.1% |
| Participant deferral / active EE | $1,336 | $1,707-21.7% | $2,778-51.9% | $4,139-67.7% |
| Admin fee / account holder | $379 | $2,946-87.1% | $4,260-91.1% | $7,234-94.8% |