Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant 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 | $5,061 | $91,424-94.5% | $135,942-96.3% | $71,495-92.9% |
| Participation rate | 93.5% | 75.7%+17.9pp | 81.9%+11.6pp | 67.9%+25.6pp |
| Annual return | 136.02% | 29.90%+106.1pp | 68.28%+67.7pp | 28.85%+107.2pp |
| Employer contribution / active EE | $1,782 | $3,704-51.9% | $4,858-63.3% | $2,589-31.2% |
| Participant deferral / active EE | $2,901 | $7,092-59.1% | $7,759-62.6% | $4,291-32.4% |
| Admin fee / account holder | $432 | $1,266-65.9% | $10,764-96.0% | $1,588-72.8% |