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 | $41,094 | $59,456-30.9% | $93,669-56.1% | $74,429-44.8% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 9.22% | 82.00%-72.8pp | 133.59%-124.4pp | 1368.38%-1359.2pp |
| Employer contribution / active EE | $2,195 | $1,266+73.4% | $2,424-9.4% | $2,625-16.4% |
| Participant deferral / active EE | $1,297 | $3,052-57.5% | $4,416-70.6% | $4,348-70.2% |
| Admin fee / account holder | $4,305 | $3,026+42.3% | $8,291-48.1% | $1,944+121.4% |