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 | $16,465 | $101,672-83.8% | $147,117-88.8% | $74,478-77.9% |
| Participation rate | 89.3% | 75.5%+13.7pp | 82.2%+7.1pp | 67.2%+22.0pp |
| Annual return | 71.27% | 8757.83%-8686.6pp | 420.54%-349.3pp | 1370.56%-1299.3pp |
| Employer contribution / active EE | $2,495 | $3,813-34.6% | $4,932-49.4% | $2,626-5.0% |
| Participant deferral / active EE | $3,900 | $7,305-46.6% | $8,065-51.6% | $4,350-10.4% |
| Admin fee / account holder | $2,537 | $1,753+44.7% | $12,993-80.5% | $1,946+30.4% |