Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $59,863 | $101,653-41.1% | $147,080-59.3% | $74,459-19.6% |
| Participation rate | 88.0% | 75.6%+12.5pp | 82.2%+5.8pp | 67.2%+20.8pp |
| Annual return | 383.75% | 8754.98%-8371.2pp | 420.17%-36.4pp | 1369.70%-986.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,729 | $7,304+19.5% | $8,066+8.2% | $4,350+100.7% |
| Admin fee / account holder | $2,438 | $1,752+39.2% | $12,989-81.2% | $1,945+25.4% |