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 | $3,493 | $57,061-93.9% | $85,063-95.9% | $80,911-95.7% |
| Participation rate | 87.5% | 56.3%+31.2pp | 67.5%+20.0pp | 67.6%+19.9pp |
| Annual return | 12.32% | 21.66%-9.3pp | 66.54%-54.2pp | 35.63%-23.3pp |
| Employer contribution / active EE | $24 | $1,799-98.7% | $2,727-99.1% | $2,756-99.1% |
| Participant deferral / active EE | $873 | $3,110-71.9% | $4,523-80.7% | $4,297-79.7% |
| Admin fee / account holder | $462 | $4,986-90.7% | $6,155-92.5% | $6,935-93.3% |