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.)
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 | $9,048 | $110,083-91.8% | $151,639-94.0% | $68,486-86.8% |
| Participation rate | 94.4% | 84.0%+10.5pp | 87.5%+7.0pp | 67.9%+26.6pp |
| Annual return | -21.41% | -10.12%-11.3pp | 3.34%-24.8pp | -7.85%-13.6pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,976 | $6,526+52.9% | $8,363+19.3% | $4,028+147.7% |
| Admin fee / account holder | $516 | $7,718-93.3% | $11,613-95.6% | $5,404-90.5% |