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 | $10,107 | $80,753-87.5% | $136,298-92.6% | $62,293-83.8% |
| Participation rate | 82.9% | 73.5%+9.4pp | 81.9%+1.0pp | 69.5%+13.4pp |
| Annual return | 93.17% | 35.83%+57.3pp | 5156.27%-5063.1pp | 28.90%+64.3pp |
| Employer contribution / active EE | $3,705 | $2,884+28.5% | $4,696-21.1% | $2,042+81.4% |
| Participant deferral / active EE | $601 | $5,164-88.4% | $6,247-90.4% | $3,169-81.0% |
| Admin fee / account holder | $1,193 | $525+127.1% | $9,244-87.1% | $479+148.9% |