Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,733 | $37,393-57.9% | $77,027-79.6% | $66,923-76.5% |
| Participation rate | 85.1% | 52.9%+32.2pp | 67.9%+17.2pp | 69.8%+15.3pp |
| Annual return | -7.82% | -3.29%-4.5pp | 42.32%-50.1pp | 1.58%-9.4pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,813-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $10,027 | $2,617+283.1% | $4,427+126.5% | $4,237+136.6% |
| Admin fee / account holder | $477 | $567-15.8% | $5,425-91.2% | $593-19.6% |