Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,134 | $48,050-95.6% | $96,754-97.8% | $64,340-96.7% |
| Participation rate | 76.2% | 40.6%+35.6pp | 70.3%+5.9pp | 55.2%+21.0pp |
| Annual return | 20.87% | 23.41%-2.5pp | 82.04%-61.2pp | 24.14%-3.3pp |
| Employer contribution / active EE | $0 | $1,204-100.0% | $2,679-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,406 | $2,191-35.8% | $4,758-70.5% | $2,980-52.8% |
| Admin fee / account holder | $485 | $3,741-87.0% | $8,905-94.6% | $3,703-86.9% |