Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,388 | $104,479-80.5% | $159,474-87.2% | $79,391-74.3% |
| Participation rate | 92.2% | 76.6%+15.5pp | 82.8%+9.3pp | 70.7%+21.4pp |
| Annual return | 75.26% | 67.98%+7.3pp | 263.68%-188.4pp | 116.88%-41.6pp |
| Employer contribution / active EE | $692 | $3,417-79.7% | $4,831-85.7% | $2,428-71.5% |
| Participant deferral / active EE | $5,969 | $6,468-7.7% | $7,353-18.8% | $4,046+47.5% |
| Admin fee / account holder | $880 | $711+23.7% | $10,802-91.9% | $627+40.5% |