Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,372 | $65,246-76.4% | $98,716-84.4% | $67,986-77.4% |
| Participation rate | 85.3% | 51.4%+33.9pp | 69.3%+16.0pp | 57.2%+28.1pp |
| Annual return | 17.44% | 20.58%-3.1pp | 31.81%-14.4pp | 31.67%-14.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,405 | $2,594+31.2% | $4,048-15.9% | $3,358+1.4% |
| Admin fee / account holder | $1,312 | $4,561-71.2% | $8,703-84.9% | $3,203-59.0% |