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 | $36,104 | $78,423-54.0% | $95,964-62.4% | $79,856-54.8% |
| Participation rate | 98.6% | 73.5%+25.2pp | 77.1%+21.6pp | 69.6%+29.0pp |
| Annual return | 1.25% | 19.37%-18.1pp | 91.64%-90.4pp | 31.71%-30.5pp |
| Employer contribution / active EE | $3,913 | $1,945+101.2% | $2,541+54.0% | $2,471+58.4% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,660 | $5,622-52.7% | $6,797-60.9% | $5,306-49.9% |