Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant 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 | $4,154 | $84,493-95.1% | $125,381-96.7% | $66,938-93.8% |
| Participation rate | 88.7% | 76.4%+12.3pp | 82.4%+6.3pp | 69.8%+18.9pp |
| Annual return | -16.54% | -8.49%-8.0pp | 572.31%-588.8pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,028 | $3,554-42.9% | $4,815-57.9% | $2,545-20.3% |
| Participant deferral / active EE | $2,286 | $6,783-66.3% | $7,448-69.3% | $4,238-46.1% |
| Admin fee / account holder | $361 | $685-47.3% | $10,007-96.4% | $594-39.1% |