Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,840 | $45,312-25.3% | $86,233-60.8% | $67,986-50.2% |
| Participation rate | 90.9% | 42.4%+48.5pp | 69.0%+21.9pp | 57.2%+33.7pp |
| Annual return | 39.25% | 24.79%+14.5pp | 61.39%-22.1pp | 31.67%+7.6pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $9,554 | $2,185+337.3% | $4,559+109.6% | $3,358+184.5% |
| Admin fee / account holder | $2,971 | $3,295-9.8% | $8,342-64.4% | $3,203-7.3% |