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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,661 | $91,760-8.8% | $156,181-46.4% | $67,986+23.1% |
| Participation rate | 97.0% | 65.0%+32.0pp | 78.8%+18.2pp | 57.2%+39.8pp |
| Annual return | 5.75% | 18.14%-12.4pp | 64.87%-59.1pp | 31.67%-25.9pp |
| Employer contribution / active EE | $3,962 | $2,419+63.7% | $4,294-7.7% | $2,019+96.2% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $6,132-100.0% | $3,358-100.0% |
| Admin fee / account holder | $1,018 | $3,949-74.2% | $14,586-93.0% | $3,203-68.2% |