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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,523 | $81,504+249.1% | $102,437+177.8% | $80,959+251.4% |
| Participation rate | 90.8% | 66.9%+24.0pp | 74.5%+16.3pp | 67.7%+23.1pp |
| Annual return | 21.60% | 25.60%-4.0pp | 24.95%-3.3pp | 35.67%-14.1pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,833 | $3,871+24.9% | $5,060-4.5% | $4,300+12.4% |
| Admin fee / account holder | $17,818 | $6,719+165.2% | $8,388+112.4% | $6,925+157.3% |