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 | $78,242 | $73,988+5.7% | $96,538-19.0% | $75,177+4.1% |
| Participation rate | 97.6% | 66.4%+31.1pp | 74.3%+23.2pp | 67.2%+30.4pp |
| Annual return | 6.17% | 26.73%-20.6pp | 35.74%-29.6pp | 160.75%-154.6pp |
| Employer contribution / active EE | $20,592 | $2,930+602.7% | $3,740+450.5% | $2,671+670.9% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,502 | $5,220+120.4% | $6,737+70.7% | $5,651+103.5% |