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 | $134,135 | $91,559+46.5% | $133,978+0.1% | $79,856+68.0% |
| Participation rate | 94.8% | 73.3%+21.4pp | 79.8%+14.9pp | 69.6%+25.2pp |
| Annual return | 20.44% | 61.85%-41.4pp | 45.10%-24.7pp | 31.71%-11.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,700 | $3,734+25.9% | $5,047-6.9% | $3,741+25.7% |
| Admin fee / account holder | $1,842 | $6,321-70.9% | $8,930-79.4% | $5,306-65.3% |