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 | $11,798 | $75,963-84.5% | $97,995-88.0% | $70,126-83.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 18.97% | 19.26%-0.3pp | 23.94%-5.0pp | 73.15%-54.2pp |
| Employer contribution / active EE | $1,645 | $3,278-49.8% | $4,158-60.4% | $2,343-29.8% |
| Participant deferral / active EE | $2,505 | $4,053-38.2% | $5,097-50.9% | $3,332-24.8% |
| Admin fee / account holder | $911 | $5,407-83.1% | $5,943-84.7% | $4,645-80.4% |