Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
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 | $8,983 | $78,529-88.6% | $105,591-91.5% | $74,400-87.9% |
| Participation rate | 70.4% | 72.8%-2.4pp | 75.3%-4.9pp | 67.2%+3.2pp |
| Annual return | 7.34% | 15.94%-8.6pp | 116.43%-109.1pp | 1367.51%-1360.2pp |
| Employer contribution / active EE | $1,153 | $2,522-54.3% | $3,166-63.6% | $2,624-56.1% |
| Participant deferral / active EE | $1,746 | $4,321-59.6% | $5,008-65.1% | $4,348-59.8% |
| Admin fee / account holder | $1,826 | $2,216-17.6% | $11,024-83.4% | $1,944-6.0% |