Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $133,662 | $97,550+37.0% | $120,344+11.1% | $87,485+52.8% |
| Participation rate | 94.4% | 72.8%+21.6pp | 76.7%+17.7pp | 68.9%+25.5pp |
| Annual return | 8.64% | 18.41%-9.8pp | 20.30%-11.7pp | 26.06%-17.4pp |
| Employer contribution / active EE | $5,760 | $2,291+151.4% | $3,020+90.7% | $2,596+121.8% |
| Participant deferral / active EE | $1,257 | $4,230-70.3% | $5,135-75.5% | $4,274-70.6% |
| Admin fee / account holder | $8,184 | $9,543-14.2% | $12,742-35.8% | $7,775+5.3% |