Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $34,596 | $77,472-55.3% | $100,415-65.5% | $80,959-57.3% |
| Participation rate | 89.7% | 76.9%+12.7pp | 81.5%+8.1pp | 67.7%+22.0pp |
| Annual return | 50.68% | 37.26%+13.4pp | 49.47%+1.2pp | 35.67%+15.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,195 | $6,818+93.5% | $8,091+63.1% | $4,300+206.8% |
| Admin fee / account holder | $6,826 | $5,885+16.0% | $7,906-13.7% | $6,925-1.4% |