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 | $203,578 | $101,653+100.3% | $147,080+38.4% | $74,459+173.4% |
| Participation rate | 77.3% | 75.6%+1.7pp | 82.2%-4.9pp | 67.2%+10.0pp |
| Annual return | 13.64% | 8754.98%-8741.3pp | 420.17%-406.5pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $11,974 | $7,304+63.9% | $8,066+48.4% | $4,350+175.3% |
| Admin fee / account holder | $585 | $1,752-66.6% | $12,989-95.5% | $1,945-69.9% |