Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,570 | $84,493-86.3% | $125,381-90.8% | $66,938-82.7% |
| Participation rate | 96.7% | 76.4%+20.3pp | 82.4%+14.3pp | 69.8%+26.9pp |
| Annual return | -18.31% | -8.49%-9.8pp | 572.31%-590.6pp | 1.58%-19.9pp |
| Employer contribution / active EE | $2,019 | $3,554-43.2% | $4,815-58.1% | $2,545-20.7% |
| Participant deferral / active EE | $3,575 | $6,783-47.3% | $7,448-52.0% | $4,238-15.6% |
| Admin fee / account holder | $592 | $685-13.6% | $10,007-94.1% | $594-0.3% |