Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,069 | $73,638-86.3% | $108,405-90.7% | $79,389-87.3% |
| Participation rate | 88.6% | 77.4%+11.3pp | 80.1%+8.5pp | 70.7%+17.9pp |
| Annual return | 207.39% | 33.27%+174.1pp | 905.55%-698.2pp | 116.89%+90.5pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,559-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $5,360 | $6,218-13.8% | $6,563-18.3% | $4,046+32.5% |
| Admin fee / account holder | $905 | $638+41.9% | $7,297-87.6% | $626+44.5% |