Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $31,359 | $64,716-51.5% | $112,258-72.1% | $68,495-54.2% |
| Participation rate | 95.7% | 67.2%+28.5pp | 75.1%+20.6pp | 67.9%+27.8pp |
| Annual return | -11.29% | -11.40%+0.1pp | 27.47%-38.8pp | -7.84%-3.4pp |
| Employer contribution / active EE | $16 | $2,746-99.4% | $3,636-99.5% | $2,596-99.4% |
| Participant deferral / active EE | $4,205 | $3,565+18.0% | $4,728-11.1% | $4,028+4.4% |
| Admin fee / account holder | $3,891 | $5,232-25.6% | $6,411-39.3% | $5,403-28.0% |