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 | $6,388 | $59,191-89.2% | $76,767-91.7% | $56,289-88.7% |
| Participation rate | 83.1% | 75.2%+7.9pp | 77.0%+6.1pp | 69.9%+13.2pp |
| Annual return | -9.24% | 6.62%-15.9pp | 2.43%-11.7pp | -9.96%+0.7pp |
| Employer contribution / active EE | $968 | $1,759-45.0% | $2,485-61.1% | $2,111-54.2% |
| Participant deferral / active EE | $2,244 | $3,255-31.1% | $3,852-41.7% | $3,350-33.0% |
| Admin fee / account holder | $1,026 | $489+109.6% | $6,675-84.6% | $521+96.9% |