Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,074 | $83,369-91.5% | $105,223-93.3% | $67,986-89.6% |
| Participation rate | 82.7% | 56.3%+26.4pp | 75.0%+7.7pp | 57.2%+25.5pp |
| Annual return | 22.85% | 24.64%-1.8pp | 180.65%-157.8pp | 31.67%-8.8pp |
| Employer contribution / active EE | $526 | $2,541-79.3% | $3,689-85.8% | $2,019-74.0% |
| Participant deferral / active EE | $2,242 | $3,295-32.0% | $5,072-55.8% | $3,358-33.2% |
| Admin fee / account holder | $349 | $4,073-91.4% | $8,859-96.1% | $3,203-89.1% |