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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,816 | $86,922+11.4% | $102,438-5.5% | $80,874+19.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 7.97% | 18.90%-10.9pp | 29.37%-21.4pp | 35.62%-27.6pp |
| Employer contribution / active EE | $1,199 | $2,369-49.4% | $3,024-60.4% | $2,756-56.5% |
| Participant deferral / active EE | $1,592 | $4,119-61.3% | $5,054-68.5% | $4,297-62.9% |
| Admin fee / account holder | $6,143 | $8,050-23.7% | $9,448-35.0% | $6,935-11.4% |