Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,908 | $95,453-86.5% | $112,040-88.5% | $82,448-84.3% |
| Participation rate | 97.2% | 72.8%+24.5pp | 76.5%+20.7pp | 68.1%+29.2pp |
| Annual return | 20.45% | 23.92%-3.5pp | 24.52%-4.1pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,599 | $2,318-31.0% | $2,954-45.9% | $2,551-37.3% |
| Participant deferral / active EE | $2,640 | $4,224-37.5% | $5,098-48.2% | $4,139-36.2% |
| Admin fee / account holder | $714 | $9,013-92.1% | $12,098-94.1% | $7,234-90.1% |