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 | $6,384 | $73,638-91.3% | $108,405-94.1% | $79,391-92.0% |
| Participation rate | 90.3% | 77.4%+12.9pp | 80.1%+10.2pp | 70.7%+19.6pp |
| Annual return | 24.11% | 33.27%-9.2pp | 905.55%-881.4pp | 116.88%-92.8pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,559-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,293 | $6,218-47.0% | $6,563-49.8% | $4,046-18.6% |
| Admin fee / account holder | $1,471 | $638+130.5% | $7,297-79.8% | $627+134.8% |