Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $28,114 | $71,534-60.7% | $98,462-71.4% | $71,529-60.7% |
| Participation rate | 94.4% | 72.7%+21.7pp | 75.2%+19.2pp | 67.9%+26.5pp |
| Annual return | 4.89% | 32.44%-27.5pp | 21.17%-16.3pp | 28.97%-24.1pp |
| Employer contribution / active EE | $2,804 | $2,399+16.9% | $3,049-8.0% | $2,590+8.3% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $432 | $1,677-74.3% | $8,875-95.1% | $1,588-72.8% |