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 | $38,407 | $104,482-63.2% | $159,455-75.9% | $79,393-51.6% |
| Participation rate | 88.3% | 76.6%+11.7pp | 82.8%+5.5pp | 70.7%+17.6pp |
| Annual return | 24.18% | 67.96%-43.8pp | 263.63%-239.5pp | 116.87%-92.7pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $4,830-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $19,657 | $6,467+204.0% | $7,353+167.3% | $4,046+385.9% |
| Admin fee / account holder | $2,051 | $711+188.3% | $10,800-81.0% | $627+227.3% |