Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,895 | $89,370-96.8% | $141,197-97.9% | $72,976-96.0% |
| Participation rate | 98.6% | 75.1%+23.5pp | 82.5%+16.2pp | 69.5%+29.1pp |
| Annual return | 26.50% | 111.88%-85.4pp | 71.41%-44.9pp | 81.02%-54.5pp |
| Employer contribution / active EE | $1,643 | $3,115-47.3% | $4,736-65.3% | $2,440-32.7% |
| Participant deferral / active EE | $507 | $5,419-90.6% | $6,710-92.4% | $3,608-85.9% |
| Admin fee / account holder | $654 | $5,957-89.0% | $10,265-93.6% | $5,124-87.2% |