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.)
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 | $24,937 | $100,194-75.1% | $122,979-79.7% | $86,983-71.3% |
| Participation rate | 96.8% | 73.0%+23.8pp | 77.2%+19.6pp | 69.5%+27.2pp |
| Annual return | 5.77% | 16.47%-10.7pp | 20.12%-14.3pp | 25.83%-20.1pp |
| Employer contribution / active EE | $1,177 | $2,326-49.4% | $3,062-61.6% | $2,584-54.5% |
| Participant deferral / active EE | $3,886 | $4,133-6.0% | $5,003-22.3% | $4,194-7.3% |
| Admin fee / account holder | $4,819 | $10,148-52.5% | $12,864-62.5% | $7,856-38.7% |