Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $127,191 | $77,920+63.2% | $149,723-15.0% | $75,177+69.2% |
| Participation rate | 84.6% | 65.6%+19.0pp | 78.8%+5.8pp | 67.2%+17.4pp |
| Annual return | 15.12% | 31.72%-16.6pp | 134.50%-119.4pp | 160.75%-145.6pp |
| Employer contribution / active EE | $336 | $3,138-89.3% | $4,821-93.0% | $2,671-87.4% |
| Participant deferral / active EE | $4,176 | $3,411+22.4% | $5,682-26.5% | $4,126+1.2% |
| Admin fee / account holder | $2,854 | $5,951-52.0% | $13,215-78.4% | $5,651-49.5% |