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 | $24,472 | $84,458-71.0% | $102,184-76.1% | $64,340-62.0% |
| Participation rate | 79.4% | 74.2%+5.2pp | 82.6%-3.2pp | 55.2%+24.2pp |
| Annual return | 98.33% | 45.73%+52.6pp | 31.58%+66.8pp | 24.14%+74.2pp |
| Employer contribution / active EE | $11 | $2,412-99.5% | $3,594-99.7% | $1,862-99.4% |
| Participant deferral / active EE | $7,903 | $6,208+27.3% | $8,309-4.9% | $2,980+165.2% |
| Admin fee / account holder | $2,585 | $2,926-11.6% | $11,609-77.7% | $3,703-30.2% |