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.)
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 | $37,527 | $81,233-53.8% | $155,567-75.9% | $80,874-53.6% |
| Participation rate | 98.5% | 66.2%+32.3pp | 78.2%+20.3pp | 67.6%+30.9pp |
| Annual return | 12.28% | 33.33%-21.1pp | 64.74%-52.5pp | 35.62%-23.3pp |
| Employer contribution / active EE | $3,073 | $3,101-0.9% | $4,674-34.2% | $2,756+11.5% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,589 | $7,998-67.6% | $15,916-83.7% | $6,935-62.7% |