Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $214,345 | $93,617+129.0% | $135,982+57.6% | $75,177+185.1% |
| Participation rate | 98.2% | 75.2%+23.0pp | 81.9%+16.3pp | 67.2%+31.0pp |
| Annual return | 10.77% | 30.89%-20.1pp | 68.32%-57.6pp | 160.75%-150.0pp |
| Employer contribution / active EE | $10,283 | $3,538+190.6% | $4,859+111.6% | $2,671+285.0% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,534 | $6,980-20.7% | $10,767-48.6% | $5,651-2.1% |