Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $709,003 | $68,398+936.6% | $94,664+649.0% | $75,173+843.2% |
| Participation rate | 96.5% | 76.1%+20.4pp | 80.8%+15.6pp | 67.2%+29.3pp |
| Annual return | 0.63% | 616.72%-616.1pp | 156.84%-156.2pp | 160.72%-160.1pp |
| Employer contribution / active EE | $33,771 | $2,701+1150.3% | $3,673+819.5% | $2,671+1164.4% |
| Participant deferral / active EE | $0 | $6,537-100.0% | $7,417-100.0% | $4,126-100.0% |
| Admin fee / account holder | $24,999 | $5,324+369.5% | $7,222+246.2% | $5,651+342.4% |