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 | $97,550-86.8% | $120,344-89.3% | $87,485-85.2% |
| Participation rate | 97.2% | 72.8%+24.4pp | 76.7%+20.5pp | 68.9%+28.3pp |
| Annual return | 20.45% | 18.41%+2.0pp | 20.30%+0.1pp | 26.06%-5.6pp |
| Employer contribution / active EE | $1,599 | $2,291-30.2% | $3,020-47.1% | $2,596-38.4% |
| Participant deferral / active EE | $2,640 | $4,230-37.6% | $5,135-48.6% | $4,274-38.2% |
| Admin fee / account holder | $714 | $9,543-92.5% | $12,742-94.4% | $7,775-90.8% |