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 | $18,333 | $64,909-71.8% | $82,312-77.7% | $62,293-70.6% |
| Participation rate | 74.8% | 74.9%-0.1pp | 76.9%-2.1pp | 69.5%+5.3pp |
| Annual return | 15.34% | 21.18%-5.8pp | 25.88%-10.5pp | 28.90%-13.6pp |
| Employer contribution / active EE | $365 | $1,676-78.2% | $2,428-85.0% | $2,042-82.1% |
| Participant deferral / active EE | $2,213 | $3,103-28.7% | $3,706-40.3% | $3,169-30.2% |
| Admin fee / account holder | $1,308 | $440+197.5% | $5,608-76.7% | $479+172.8% |