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 | $108,186 | $98,982+9.3% | $162,185-33.3% | $65,186+66.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 24.48% | 24.84%-0.4pp | 115.61%-91.1pp | 29.39%-4.9pp |
| Employer contribution / active EE | $6,075 | $3,467+75.2% | $5,613+8.2% | $2,177+179.1% |
| Participant deferral / active EE | $2,480 | $5,384-53.9% | $7,297-66.0% | $3,514-29.4% |
| Admin fee / account holder | $2,614 | $596+338.4% | $10,844-75.9% | $847+208.6% |