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 | $18,262 | $82,674-77.9% | $125,381-85.4% | $68,486-73.3% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -14.80% | -5.97%-8.8pp | 572.31%-587.1pp | -7.85%-6.9pp |
| Employer contribution / active EE | $2,620 | $3,382-22.5% | $4,815-45.6% | $2,597+0.9% |
| Participant deferral / active EE | $4,906 | $6,111-19.7% | $7,448-34.1% | $4,028+21.8% |
| Admin fee / account holder | $2,467 | $6,277-60.7% | $10,007-75.3% | $5,404-54.3% |