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 | $113,972 | $72,273+57.7% | $101,275+12.5% | $79,856+42.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 3.22% | 22.30%-19.1pp | 46.48%-43.3pp | 31.71%-28.5pp |
| Employer contribution / active EE | $4,054 | $2,691+50.6% | $3,660+10.8% | $2,471+64.1% |
| Participant deferral / active EE | $6,679 | $3,282+103.5% | $4,371+52.8% | $3,741+78.6% |
| Admin fee / account holder | $16,641 | $4,401+278.1% | $5,948+179.8% | $5,306+213.6% |