Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $27,101 | $75,058-63.9% | $152,301-82.2% | $64,340-57.9% |
| Participation rate | 80.3% | 60.9%+19.4pp | 82.4%-2.2pp | 55.2%+25.0pp |
| Annual return | 60.27% | 29.93%+30.3pp | 80.50%-20.2pp | 24.14%+36.1pp |
| Employer contribution / active EE | $7 | $2,605-99.7% | $4,624-99.9% | $1,862-99.6% |
| Participant deferral / active EE | $8,440 | $5,041+67.4% | $8,004+5.4% | $2,980+183.2% |
| Admin fee / account holder | $916 | $4,050-77.4% | $14,398-93.6% | $3,703-75.3% |