Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $56,951 | $57,140-0.3% | $85,240-33.2% | $80,959-29.7% |
| Participation rate | 95.4% | 56.4%+39.0pp | 67.5%+27.9pp | 67.7%+27.7pp |
| Annual return | 15.80% | 21.71%-5.9pp | 66.75%-51.0pp | 35.67%-19.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $19,228 | $3,115+517.2% | $4,527+324.7% | $4,300+347.1% |
| Admin fee / account holder | $2,396 | $4,992-52.0% | $6,165-61.1% | $6,925-65.4% |