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 | $55,034 | $81,070-32.1% | $86,582-36.4% | - |
| Participation rate | 100.0% | 69.8%+30.2pp | 73.5%+26.5pp | - |
| Annual return | 16.60% | 13.68%+2.9pp | 965.08%-948.5pp | - |
| Employer contribution / active EE | $2,532 | $2,009+26.0% | $2,839-10.8% | - |
| Participant deferral / active EE | $4,062 | $3,009+35.0% | $3,609+12.6% | - |
| Admin fee / account holder | $467 | $2,785-83.2% | $4,904-90.5% | - |