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 | $20,634 | $80,753-74.4% | $136,298-84.9% | $62,293-66.9% |
| Participation rate | 84.3% | 73.5%+10.7pp | 81.9%+2.3pp | 69.5%+14.7pp |
| Annual return | 96.33% | 35.83%+60.5pp | 5156.27%-5059.9pp | 28.90%+67.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,158 | $5,164+38.6% | $6,247+14.6% | $3,169+125.9% |
| Admin fee / account holder | $1,727 | $525+228.7% | $9,244-81.3% | $479+260.3% |