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 | $42,202 | $77,460-45.5% | $100,378-58.0% | $80,925-47.8% |
| Participation rate | 91.8% | 76.9%+14.8pp | 81.5%+10.3pp | 67.7%+24.1pp |
| Annual return | 32.95% | 37.24%-4.3pp | 49.41%-16.5pp | 35.65%-2.7pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $16,997 | $6,818+149.3% | $8,087+110.2% | $4,299+295.4% |
| Admin fee / account holder | $4,186 | $5,887-28.9% | $7,899-47.0% | $6,940-39.7% |