Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,383 | $74,661-82.1% | $160,784-91.7% | $67,986-80.3% |
| Participation rate | 82.8% | 57.1%+25.6pp | 77.0%+5.8pp | 57.2%+25.6pp |
| Annual return | 20.28% | 28.83%-8.6pp | 1803.92%-1783.6pp | 31.67%-11.4pp |
| Employer contribution / active EE | $1,294 | $1,829-29.2% | $3,733-65.3% | $2,019-35.9% |
| Participant deferral / active EE | $2,669 | $3,681-27.5% | $6,293-57.6% | $3,358-20.5% |
| Admin fee / account holder | $1,063 | $3,959-73.1% | $9,717-89.1% | $3,203-66.8% |