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.
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.)
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 | $54,453 | $80,748-32.6% | $102,383-46.8% | $74,429-26.8% |
| Participation rate | 81.6% | 65.7%+15.9pp | 74.5%+7.1pp | 67.2%+14.4pp |
| Annual return | 15.97% | 27.57%-11.6pp | 24.94%-9.0pp | 1368.38%-1352.4pp |
| Employer contribution / active EE | $3,932 | $3,159+24.5% | $3,870+1.6% | $2,625+49.8% |
| Participant deferral / active EE | $1,535 | $3,861-60.2% | $5,060-69.7% | $4,348-64.7% |
| Admin fee / account holder | $2,627 | $2,371+10.8% | $8,391-68.7% | $1,944+35.1% |