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 | $23,643 | $86,288-72.6% | $111,306-78.8% | $85,851-72.5% |
| Participation rate | 88.5% | 73.3%+15.2pp | 77.3%+11.2pp | 69.3%+19.2pp |
| Annual return | 15.74% | 19.99%-4.2pp | 54.67%-38.9pp | 318.63%-302.9pp |
| Employer contribution / active EE | $856 | $2,044-58.1% | $2,732-68.7% | $2,565-66.6% |
| Participant deferral / active EE | $1,871 | $3,641-48.6% | $4,488-58.3% | $3,952-52.7% |
| Admin fee / account holder | $1,302 | $8,189-84.1% | $7,966-83.7% | $6,261-79.2% |