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 | $98,538 | $79,209+24.4% | $102,434-3.8% | $74,459+32.3% |
| Participation rate | 91.3% | 74.8%+16.6pp | 76.5%+14.8pp | 67.2%+24.1pp |
| Annual return | 13.24% | 54.98%-41.7pp | 29.46%-16.2pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $629 | $2,362-73.4% | $3,023-79.2% | $2,626-76.0% |
| Participant deferral / active EE | $5,340 | $4,417+20.9% | $5,055+5.6% | $4,350+22.8% |
| Admin fee / account holder | $15,106 | $2,002+654.6% | $9,462+59.6% | $1,945+676.7% |