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.
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 | $21,766 | $102,393-78.7% | $147,041-85.2% | $80,911-73.1% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 35.59% | 134.95%-99.4pp | 419.21%-383.6pp | 35.63%0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,394 | $6,647+56.4% | $8,071+28.8% | $4,297+141.9% |
| Admin fee / account holder | $5,984 | $7,943-24.7% | $13,006-54.0% | $6,935-13.7% |