Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,957 | $55,446-89.3% | $155,574-96.2% | $74,429-92.0% |
| Participation rate | 75.6% | 61.9%+13.7pp | 78.2%-2.6pp | 67.2%+8.4pp |
| Annual return | 146.80% | 269.20%-122.4pp | 64.87%+81.9pp | 1368.38%-1221.6pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,623 | $2,836-7.5% | $5,629-53.4% | $4,348-39.7% |
| Admin fee / account holder | $769 | $1,743-55.9% | $15,914-95.2% | $1,944-60.4% |