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 | $13,288 | $82,674-83.9% | $125,363-89.4% | $68,495-80.6% |
| Participation rate | 88.7% | 75.0%+13.7pp | 82.4%+6.4pp | 67.9%+20.8pp |
| Annual return | -13.63% | -5.97%-7.7pp | 572.15%-585.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $360 | $3,382-89.3% | $4,815-92.5% | $2,596-86.1% |
| Participant deferral / active EE | $2,849 | $6,111-53.4% | $7,447-61.7% | $4,028-29.3% |
| Admin fee / account holder | $7,927 | $6,276+26.3% | $10,005-20.8% | $5,403+46.7% |