Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,544 | $99,875-94.4% | $146,866-96.2% | $86,983-93.6% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.5%+15.2pp | 69.5%+28.2pp |
| Annual return | 15.15% | 28.10%-12.9pp | 102.85%-87.7pp | 25.83%-10.7pp |
| Employer contribution / active EE | $710 | $3,224-78.0% | $4,425-84.0% | $2,584-72.5% |
| Participant deferral / active EE | $1,477 | $6,322-76.6% | $7,759-81.0% | $4,194-64.8% |
| Admin fee / account holder | $1,322 | $7,838-83.1% | $13,620-90.3% | $7,856-83.2% |