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.
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 | $52,722 | $91,424-42.3% | $135,942-61.2% | $71,495-26.3% |
| Participation rate | 79.3% | 75.7%+3.6pp | 81.9%-2.6pp | 67.9%+11.3pp |
| Annual return | 23.51% | 29.90%-6.4pp | 68.28%-44.8pp | 28.85%-5.3pp |
| Employer contribution / active EE | $657 | $3,704-82.3% | $4,858-86.5% | $2,589-74.6% |
| Participant deferral / active EE | $8,882 | $7,092+25.2% | $7,759+14.5% | $4,291+107.0% |
| Admin fee / account holder | $2,208 | $1,266+74.4% | $10,764-79.5% | $1,588+39.0% |