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 | $15,262 | $59,535-74.4% | $90,161-83.1% | $62,293-75.5% |
| Participation rate | 81.5% | 73.0%+8.4pp | 76.9%+4.6pp | 69.5%+12.0pp |
| Annual return | 17.05% | 23.53%-6.5pp | 34.89%-17.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $2 | $1,826-99.9% | $3,318-99.9% | $2,042-99.9% |
| Participant deferral / active EE | $2,539 | $4,639-45.3% | $5,287-52.0% | $3,169-19.9% |
| Admin fee / account holder | $2,590 | $337+669.3% | $5,943-56.4% | $479+440.3% |