Sign up free to preview peer percentile detail
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 | $1,598 | $24,618-93.5% | $71,585-97.8% | $82,637-98.1% |
| Participation rate | 70.0% | 68.2%+1.8pp | 68.2%+1.8pp | 68.1%+1.9pp |
| Annual return | 26.57% | 93.17%-66.6pp | 59.26%-32.7pp | 53.51%-26.9pp |
| Employer contribution / active EE | $0 | $852-100.0% | $1,669-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,330 | $1,720-22.7% | $2,923-54.5% | $4,126-67.8% |
| Admin fee / account holder | $535 | $3,285-83.7% | $4,712-88.7% | $7,339-92.7% |