Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $48,410 | $79,184-38.9% | $102,438-52.7% | $74,546-35.1% |
| Participation rate | 93.0% | 74.8%+18.3pp | 76.5%+16.5pp | 67.2%+25.8pp |
| Annual return | 38.00% | 54.95%-17.0pp | 29.37%+8.6pp | 1366.03%-1328.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,024-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $13,400 | $4,414+203.5% | $5,054+165.2% | $4,347+208.2% |
| Admin fee / account holder | $576 | $2,001-71.2% | $9,448-93.9% | $1,944-70.4% |