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 | $49,382 | $79,181-37.6% | $102,423-51.8% | $74,429-33.7% |
| Participation rate | 88.6% | 74.8%+13.8pp | 76.5%+12.1pp | 67.2%+21.4pp |
| Annual return | 11.14% | 54.97%-43.8pp | 29.42%-18.3pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $5,263 | $2,362+122.9% | $3,023+74.1% | $2,625+100.5% |
| Participant deferral / active EE | $1,849 | $4,416-58.1% | $5,054-63.4% | $4,348-57.5% |
| Admin fee / account holder | $1,597 | $2,002-20.2% | $9,455-83.1% | $1,944-17.9% |