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 | $90,107-58.9% | $182,262-79.7% | $69,733-46.8% |
| Participation rate | 82.4% | 64.8%+17.6pp | 84.2%-1.8pp | 62.5%+20.0pp |
| Annual return | 111.35% | 95.58%+15.8pp | 140.60%-29.3pp | 15.22%+96.1pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $5,046-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $8,882 | $5,135+73.0% | $8,276+7.3% | $3,054+190.8% |
| Admin fee / account holder | $1,300 | $3,377-61.5% | $16,712-92.2% | $3,102-58.1% |