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 | $37,463-58.0% | $77,100-79.6% | $66,949-76.5% |
| Participation rate | 85.1% | 52.9%+32.2pp | 67.9%+17.2pp | 69.8%+15.3pp |
| Annual return | -7.82% | -3.25%-4.6pp | 42.35%-50.2pp | 1.57%-9.4pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $10,027 | $2,621+282.5% | $4,430+126.4% | $4,239+136.5% |
| Admin fee / account holder | $477 | $568-16.0% | $5,443-91.2% | $594-19.6% |