Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,717 | $52,961-79.8% | $172,752-93.8% | $65,185-83.6% |
| Participation rate | 85.4% | 66.2%+19.2pp | 82.6%+2.7pp | 70.2%+15.2pp |
| Annual return | 189.31% | 30.12%+159.2pp | 802.97%-613.7pp | 29.38%+159.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,346 | $2,471+156.8% | $5,198+22.1% | $3,514+80.6% |
| Admin fee / account holder | $618 | $472+30.9% | $13,955-95.6% | $847-27.1% |