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 | $26,059 | $104,482-75.1% | $159,455-83.7% | $79,393-67.2% |
| Participation rate | 71.6% | 76.6%-5.0pp | 82.8%-11.2pp | 70.7%+0.9pp |
| Annual return | 52.76% | 67.96%-15.2pp | 263.63%-210.9pp | 116.87%-64.1pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $4,830-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $9,506 | $6,467+47.0% | $7,353+29.3% | $4,046+135.0% |
| Admin fee / account holder | $4,464 | $711+527.6% | $10,800-58.7% | $627+612.5% |