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.
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 | $12,075 | $81,457-85.2% | $103,378-88.3% | $80,911-85.1% |
| Participation rate | 89.4% | 66.8%+22.5pp | 74.5%+14.9pp | 67.6%+21.7pp |
| Annual return | 12.79% | 25.58%-12.8pp | 24.91%-12.1pp | 35.63%-22.8pp |
| Employer contribution / active EE | $1,840 | $3,107-40.8% | $3,870-52.5% | $2,756-33.2% |
| Participant deferral / active EE | $810 | $3,871-79.1% | $5,058-84.0% | $4,297-81.1% |
| Admin fee / account holder | $841 | $6,717-87.5% | $8,401-90.0% | $6,935-87.9% |