Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,191 | $71,873-84.4% | $86,698-87.1% | $68,490-83.7% |
| Participation rate | 94.8% | 72.2%+22.6pp | 76.6%+18.2pp | 67.9%+26.9pp |
| Annual return | -12.28% | 3.54%-15.8pp | 35.96%-48.2pp | -7.85%-4.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,865 | $3,779+134.6% | $4,656+90.4% | $4,028+120.1% |
| Admin fee / account holder | $1,739 | $6,110-71.5% | $7,492-76.8% | $5,403-67.8% |