Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,919 | $60,788-54.1% | $85,705-67.4% | $79,389-64.8% |
| Participation rate | 99.0% | 62.1%+36.9pp | 69.9%+29.2pp | 70.7%+28.3pp |
| Annual return | 9.04% | 16.57%-7.5pp | 21.49%-12.4pp | 116.89%-107.8pp |
| Employer contribution / active EE | $570 | $1,664-65.8% | $2,619-78.2% | $2,428-76.5% |
| Participant deferral / active EE | $1,310 | $2,920-55.1% | $3,924-66.6% | $4,046-67.6% |
| Admin fee / account holder | $697 | $439+58.7% | $6,877-89.9% | $626+11.2% |