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.
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 | $3,495 | $77,896-95.5% | $134,172-97.4% | $82,448-95.8% |
| Participation rate | 85.1% | 62.8%+22.3pp | 72.5%+12.7pp | 68.1%+17.1pp |
| Annual return | 21.77% | 18.21%+3.6pp | 25.30%-3.5pp | 41.64%-19.9pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,678 | $3,162-46.9% | $4,690-64.2% | $4,139-59.5% |
| Admin fee / account holder | $314 | $6,336-95.0% | $12,016-97.4% | $7,234-95.7% |