Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $37,064 | $88,360-58.1% | $145,433-74.5% | $67,986-45.5% |
| Participation rate | 82.4% | 65.5%+17.0pp | 82.1%+0.3pp | 57.2%+25.2pp |
| Annual return | 111.35% | 63.15%+48.2pp | 66.58%+44.8pp | 31.67%+79.7pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $8,882 | $5,932+49.7% | $7,897+12.5% | $3,358+164.5% |
| Admin fee / account holder | $1,300 | $3,313-60.8% | $13,129-90.1% | $3,203-59.4% |