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 | $16,080 | $85,515-81.2% | $112,040-85.6% | $67,986-76.3% |
| Participation rate | 97.8% | 68.2%+29.6pp | 76.5%+21.3pp | 57.2%+40.6pp |
| Annual return | 21.38% | 29.68%-8.3pp | 24.52%-3.1pp | 31.67%-10.3pp |
| Employer contribution / active EE | $2,255 | $2,191+2.9% | $2,954-23.6% | $2,019+11.7% |
| Participant deferral / active EE | $1,897 | $4,014-52.7% | $5,098-62.8% | $3,358-43.5% |
| Admin fee / account holder | $632 | $3,774-83.3% | $12,098-94.8% | $3,203-80.3% |