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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,644 | $64,176-80.3% | $112,263-88.7% | $66,949-81.1% |
| Participation rate | 97.3% | 68.4%+28.9pp | 75.1%+22.3pp | 69.8%+27.5pp |
| Annual return | -15.55% | -13.80%-1.8pp | 27.49%-43.0pp | 1.57%-17.1pp |
| Employer contribution / active EE | $1,330 | $3,007-55.8% | $3,636-63.4% | $2,545-47.8% |
| Participant deferral / active EE | $838 | $3,694-77.3% | $4,729-82.3% | $4,239-80.2% |
| Admin fee / account holder | $574 | $626-8.3% | $6,410-91.1% | $594-3.3% |