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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,275 | $33,067-75.0% | $76,518-89.2% | $56,287-85.3% |
| Participation rate | 89.4% | 55.4%+34.0pp | 68.0%+21.4pp | 69.9%+19.6pp |
| Annual return | -10.84% | 2.72%-13.6pp | -0.27%-10.6pp | -9.96%-0.9pp |
| Employer contribution / active EE | $438 | $1,200-63.5% | $2,647-83.5% | $2,111-79.3% |
| Participant deferral / active EE | $1,600 | $2,240-28.6% | $3,836-58.3% | $3,350-52.2% |
| Admin fee / account holder | $653 | $537+21.7% | $4,849-86.5% | $521+25.4% |