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 | $23,120 | $87,465-73.6% | $122,979-81.2% | $65,306-64.6% |
| Participation rate | 93.0% | 66.0%+27.0pp | 77.2%+15.8pp | 57.7%+35.4pp |
| Annual return | 15.07% | 19.76%-4.7pp | 20.12%-5.0pp | 21.94%-6.9pp |
| Employer contribution / active EE | $1,035 | $2,156-52.0% | $3,062-66.2% | $1,967-47.4% |
| Participant deferral / active EE | $2,903 | $3,705-21.7% | $5,003-42.0% | $2,959-1.9% |
| Admin fee / account holder | $696 | $5,100-86.3% | $12,864-94.6% | $3,480-80.0% |