Sign up free to preview peer percentile detail
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $372,267 | $122,042+205.0% | $184,243+102.1% | $74,429+400.2% |
| Participation rate | 82.8% | 85.5%-2.7pp | 86.8%-4.1pp | 67.2%+15.5pp |
| Annual return | -8.30% | 19.91%-28.2pp | 28.82%-37.1pp | 1368.38%-1376.7pp |
| Employer contribution / active EE | $27,907 | $4,538+515.0% | $6,427+334.2% | $2,625+963.2% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,132-100.0% | $4,348-100.0% |
| Admin fee / account holder | $18,516 | $1,252+1378.8% | $13,914+33.1% | $1,944+852.3% |