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.
Employer 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 | $14,380 | $59,116-75.7% | $86,438-83.4% | $68,486-79.0% |
| Participation rate | 95.1% | 75.2%+19.8pp | 80.3%+14.7pp | 67.9%+27.2pp |
| Annual return | -14.91% | -0.23%-14.7pp | 4397.19%-4412.1pp | -7.85%-7.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,198 | $5,902+38.9% | $6,952+17.9% | $4,028+103.5% |
| Admin fee / account holder | $1,811 | $5,639-67.9% | $6,733-73.1% | $5,404-66.5% |