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 | $53,536 | $73,978-27.6% | $96,515-44.5% | $75,173-28.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 11.05% | 26.72%-15.7pp | 35.73%-24.7pp | 160.72%-149.7pp |
| Employer contribution / active EE | $6,068 | $2,931+107.1% | $3,740+62.3% | $2,671+127.2% |
| Participant deferral / active EE | $454 | $3,660-87.6% | $4,880-90.7% | $4,126-89.0% |
| Admin fee / account holder | $4,230 | $5,219-18.9% | $6,735-37.2% | $5,651-25.1% |