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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $13,620 | $81,233-83.2% | $155,567-91.2% | $80,874-83.2% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 11.70% | 33.33%-21.6pp | 64.74%-53.0pp | 35.62%-23.9pp |
| Employer contribution / active EE | $75 | $3,101-97.6% | $4,674-98.4% | $2,756-97.3% |
| Participant deferral / active EE | $2,215 | $3,452-35.8% | $5,628-60.6% | $4,297-48.5% |
| Admin fee / account holder | $910 | $7,998-88.6% | $15,916-94.3% | $6,935-86.9% |