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.
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 | $16,577 | $89,739-81.5% | $149,721-88.9% | $62,293-73.4% |
| Participation rate | 98.3% | 85.1%+13.2pp | 87.1%+11.2pp | 69.5%+28.7pp |
| Annual return | 73.46% | 21.01%+52.5pp | 1501.67%-1428.2pp | 28.90%+44.6pp |
| Employer contribution / active EE | $1,232 | $3,233-61.9% | $5,444-77.4% | $2,042-39.7% |
| Participant deferral / active EE | $3,723 | $4,797-22.4% | $6,568-43.3% | $3,169+17.5% |
| Admin fee / account holder | $371 | $551-32.7% | $11,282-96.7% | $479-22.6% |