Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,674 | $91,086-96.0% | $203,872-98.2% | $86,983-95.8% |
| Participation rate | 89.5% | 65.8%+23.6pp | 77.8%+11.7pp | 69.5%+19.9pp |
| Annual return | 20.05% | 22.30%-2.2pp | 85.11%-65.1pp | 25.83%-5.8pp |
| Employer contribution / active EE | $836 | $2,063-59.5% | $3,757-77.8% | $2,584-67.7% |
| Participant deferral / active EE | $1,154 | $4,019-71.3% | $6,388-81.9% | $4,194-72.5% |
| Admin fee / account holder | $444 | $8,987-95.1% | $11,730-96.2% | $7,856-94.3% |