Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,158 | $76,696-71.1% | $96,515-77.0% | $71,511-69.0% |
| Participation rate | 91.7% | 66.6%+25.2pp | 74.3%+17.4pp | 67.9%+23.8pp |
| Annual return | 5.06% | 48.32%-43.3pp | 35.73%-30.7pp | 28.86%-23.8pp |
| Employer contribution / active EE | $1,083 | $3,032-64.3% | $3,740-71.0% | $2,589-58.2% |
| Participant deferral / active EE | $2,881 | $3,770-23.6% | $4,880-41.0% | $4,291-32.9% |
| Admin fee / account holder | $1,932 | $2,030-4.8% | $6,735-71.3% | $1,588+21.6% |