Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.)
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 | $5,639 | $99,875-94.4% | $146,866-96.2% | $86,983-93.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.76% | 28.10%-10.3pp | 102.85%-85.1pp | 25.83%-8.1pp |
| Employer contribution / active EE | $1,766 | $3,224-45.2% | $4,425-60.1% | $2,584-31.7% |
| Participant deferral / active EE | $1,989 | $6,322-68.5% | $7,759-74.4% | $4,194-52.6% |
| Admin fee / account holder | $455 | $7,838-94.2% | $13,620-96.7% | $7,856-94.2% |