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.)
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 | $13,264 | $60,442-78.1% | $96,754-86.3% | $87,485-84.8% |
| Participation rate | 70.2% | 58.7%+11.5pp | 70.3%-0.1pp | 68.9%+1.3pp |
| Annual return | 13.34% | 21.97%-8.6pp | 82.04%-68.7pp | 26.06%-12.7pp |
| Employer contribution / active EE | $9 | $1,691-99.5% | $2,679-99.7% | $2,596-99.7% |
| Participant deferral / active EE | $8,893 | $3,280+171.1% | $4,758+86.9% | $4,274+108.1% |
| Admin fee / account holder | $3,155 | $5,069-37.8% | $8,905-64.6% | $7,775-59.4% |