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 | $47,592 | $81,870-41.9% | $119,634-60.2% | $68,490-30.5% |
| Participation rate | 84.5% | 71.9%+12.6pp | 79.3%+5.3pp | 67.9%+16.6pp |
| Annual return | -12.43% | -23.82%+11.4pp | -14.98%+2.6pp | -7.85%-4.6pp |
| Employer contribution / active EE | $452 | $2,692-83.2% | $4,232-89.3% | $2,597-82.6% |
| Participant deferral / active EE | $2,618 | $4,148-36.9% | $5,601-53.3% | $4,028-35.0% |
| Admin fee / account holder | $2,089 | $6,583-68.3% | $10,329-79.8% | $5,403-61.3% |