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 | $37,910 | $84,499-55.1% | $125,391-69.8% | $66,949-43.4% |
| Participation rate | 93.5% | 76.4%+17.0pp | 82.4%+11.1pp | 69.8%+23.6pp |
| Annual return | -16.35% | -8.49%-7.9pp | 572.41%-588.8pp | 1.57%-17.9pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $6,720 | $6,785-1.0% | $7,448-9.8% | $4,239+58.5% |
| Admin fee / account holder | $2,034 | $685+196.8% | $10,009-79.7% | $594+242.6% |