Plan Ledger DOL Form 5500 · updated monthly

Peloton Interactive, Inc.401(k)

PELOTON INTERACTIVE, INC. RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.10%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Peloton Interactive, Inc. reported $223,739 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $7,033 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.19% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 417th-largest of 5,648 plans among New York employers on file, and the 196th of 5,215 in retail trade. In 2024, employees put in $1.82 for every $1.00 the employer contributed; active participation has shrunk from 3,053 to 1,796 since 2022.

Plan summary
Net assets, end of year$230,952,692
Participants with balances3,926
Active participants1,796
Employer contributions$12,630,578
Employee contributions$23,008,916
Employer contribution per active participant$7,033
Average account balance$58,826
Benefits paid to participants$38,821,605
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$231.0M · 3,926 accts · $12.6M emplr
2023$201.3M · 4,434 accts · $14.8M emplr
2022$212.4M · 5,445 accts · $20.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$136,268
Total administrative$223,739
The Peloton Interactive, Inc. 401(k) match · 2024
Employer contribution per active participant$7,033
Median for plans this size$3,635
2024$7,033 per active participant
2023$6,604 per active participant
2022$6,631 per active participant

Peloton Interactive, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ADP, INC. · Loan processing · Recordkeeping$136,267

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP
2023ADP

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Administrative cost history3
2024$223,739 · 0.10%
2023$241,433 · 0.12%
2022$333,998 · 0.19%
Same employer
Similar plansRetail Trade · New York
Hbc US Holdings LLC NY$534.5M · 0.15%
Foot Locker, Inc. NY$449.5M · 0.19%
Mavis Tire Supply LLC NY$202.0M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473533761 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.