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 | $10,107 | $56,640-82.2% | $78,002-87.0% | $55,167-81.7% |
| Participation rate | 94.6% | 73.3%+21.2pp | 75.5%+19.0pp | 69.0%+25.6pp |
| Annual return | 7262.67% | 2868.48%+4394.2pp | 425.99%+6836.7pp | 169.23%+7093.4pp |
| Employer contribution / active EE | -$100 | $1,724-105.8% | $2,470-104.1% | $1,963-105.1% |
| Participant deferral / active EE | $2,569 | $2,778-7.5% | $3,497-26.5% | $3,054-15.9% |
| Admin fee / account holder | $1,543 | $467+230.8% | $5,481-71.8% | $504+206.2% |