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 | $29,147 | $48,337-39.7% | $67,560-56.9% | $80,959-64.0% |
| Participation rate | 91.7% | 66.4%+25.2pp | 72.9%+18.7pp | 67.7%+24.0pp |
| Annual return | 16.05% | 18.26%-2.2pp | 3533.50%-3517.4pp | 35.67%-19.6pp |
| Employer contribution / active EE | $2,991 | $2,023+47.9% | $2,737+9.3% | $2,757+8.5% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,852 | $3,695-49.9% | $3,994-53.6% | $6,925-73.3% |