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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,331 | $56,894-76.6% | $84,753-84.3% | $62,881-78.8% |
| Participation rate | 93.4% | 68.5%+24.9pp | 76.6%+16.8pp | 69.3%+24.1pp |
| Annual return | 2.22% | 6.30%-4.1pp | 22.78%-20.6pp | 20.14%-17.9pp |
| Employer contribution / active EE | $5,959 | $2,400+148.3% | $3,574+66.7% | $2,281+161.3% |
| Participant deferral / active EE | $744 | $2,709-72.5% | $3,712-79.9% | $3,203-76.8% |
| Admin fee / account holder | $1,171 | $3,581-67.3% | $5,333-78.0% | $4,296-72.7% |