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 | $17,210 | $54,690-68.5% | $76,030-77.4% | $74,478-76.9% |
| Participation rate | 80.2% | 60.3%+19.8pp | 69.1%+11.1pp | 67.2%+13.0pp |
| Annual return | 27.55% | 31.92%-4.4pp | 361.54%-334.0pp | 1370.56%-1343.0pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,688-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,735 | $3,070+86.8% | $4,257+34.7% | $4,350+31.8% |
| Admin fee / account holder | $745 | $2,240-66.7% | $6,421-88.4% | $1,946-61.7% |