Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $93,495 | $101,653-8.0% | $147,080-36.4% | $74,459+25.6% |
| Participation rate | 99.1% | 75.6%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 11.47% | 8754.98%-8743.5pp | 420.17%-408.7pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $2,219 | $3,813-41.8% | $4,933-55.0% | $2,626-15.5% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $2,986 | $1,752+70.5% | $12,989-77.0% | $1,945+53.6% |