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 | $25,209 | $83,843-69.9% | $123,973-79.7% | $65,306-61.4% |
| Participation rate | 92.0% | 56.0%+36.1pp | 76.7%+15.4pp | 57.7%+34.4pp |
| Annual return | 17.88% | 19.87%-2.0pp | 388.13%-370.2pp | 21.94%-4.1pp |
| Employer contribution / active EE | $473 | $2,873-83.6% | $4,126-88.5% | $1,967-76.0% |
| Participant deferral / active EE | $3,491 | $2,997+16.5% | $5,247-33.5% | $2,959+18.0% |
| Admin fee / account holder | $2,020 | $4,735-57.3% | $11,799-82.9% | $3,480-42.0% |