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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,380 | $91,474-74.4% | $135,982-82.8% | $71,529-67.3% |
| Participation rate | 79.0% | 75.7%+3.3pp | 81.9%-2.9pp | 67.9%+11.1pp |
| Annual return | 14.95% | 29.89%-14.9pp | 68.32%-53.4pp | 28.97%-14.0pp |
| Employer contribution / active EE | $1,479 | $3,705-60.1% | $4,859-69.6% | $2,590-42.9% |
| Participant deferral / active EE | $2,411 | $7,095-66.0% | $7,760-68.9% | $4,291-43.8% |
| Admin fee / account holder | $5,764 | $1,267+354.9% | $10,767-46.5% | $1,588+262.9% |