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.)
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 | $7,081 | $81,233-91.3% | $155,567-95.4% | $80,874-91.2% |
| Participation rate | 86.7% | 66.2%+20.5pp | 78.2%+8.5pp | 67.6%+19.1pp |
| Annual return | 15.57% | 33.33%-17.8pp | 64.74%-49.2pp | 35.62%-20.0pp |
| Employer contribution / active EE | $1,243 | $3,101-59.9% | $4,674-73.4% | $2,756-54.9% |
| Participant deferral / active EE | $1,597 | $3,452-53.7% | $5,628-71.6% | $4,297-62.8% |
| Admin fee / account holder | $751 | $7,998-90.6% | $15,916-95.3% | $6,935-89.2% |