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 | $75,058-50.6% | $152,301-75.7% | $64,340-42.4% |
| Participation rate | 82.4% | 60.9%+21.5pp | 82.4%0pp | 55.2%+27.2pp |
| Annual return | 111.35% | 29.93%+81.4pp | 80.50%+30.8pp | 24.14%+87.2pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $8,882 | $5,041+76.2% | $8,004+11.0% | $2,980+198.0% |
| Admin fee / account holder | $1,300 | $4,050-67.9% | $14,398-91.0% | $3,703-64.9% |