Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,854 | $136,307-85.4% | $177,848-88.8% | $73,497-73.0% |
| Participation rate | 97.1% | 86.1%+11.0pp | 87.7%+9.4pp | 70.7%+26.4pp |
| Annual return | 113.86% | 18.68%+95.2pp | 48.33%+65.5pp | 28.51%+85.3pp |
| Employer contribution / active EE | $1,182 | $3,712-68.2% | $5,919-80.0% | $2,270-47.9% |
| Participant deferral / active EE | $8,491 | $5,829+45.7% | $7,714+10.1% | $3,740+127.0% |
| Admin fee / account holder | $851 | $596+42.9% | $12,431-93.2% | $513+65.9% |