Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,699 | $65,034-66.6% | $90,970-76.1% | $79,856-72.8% |
| Participation rate | 85.9% | 61.6%+24.3pp | 69.0%+16.9pp | 69.6%+16.2pp |
| Annual return | 11.55% | 30.45%-18.9pp | 134.60%-123.0pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,960 | $2,512+17.8% | $3,373-12.3% | $3,741-20.9% |
| Admin fee / account holder | $945 | $4,536-79.2% | $5,961-84.2% | $5,306-82.2% |