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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,185 | $96,289-67.6% | $213,469-85.4% | $87,485-64.4% |
| Participation rate | 97.6% | 69.6%+28.0pp | 77.1%+20.5pp | 68.9%+28.7pp |
| Annual return | 9.28% | 17.78%-8.5pp | 20.58%-11.3pp | 26.06%-16.8pp |
| Employer contribution / active EE | $8,956 | $3,035+195.1% | $4,994+79.3% | $2,596+245.0% |
| Participant deferral / active EE | $3,262 | $4,750-31.3% | $6,841-52.3% | $4,274-23.7% |
| Admin fee / account holder | $2,252 | $9,670-76.7% | $27,141-91.7% | $7,775-71.0% |