Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $55,333 | $143,969-61.6% | $199,883-72.3% | $82,637-33.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 86.8%-11.8pp | 68.1%+6.9pp |
| Annual return | 18.10% | 25.67%-7.6pp | 43.81%-25.7pp | 53.51%-35.4pp |
| Employer contribution / active EE | $277 | $4,632-94.0% | $6,261-95.6% | $2,552-89.1% |
| Participant deferral / active EE | $8,596 | $6,937+23.9% | $9,138-5.9% | $4,126+108.3% |
| Admin fee / account holder | $2,683 | $14,597-81.6% | $17,268-84.5% | $7,339-63.4% |