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 | $13,004 | $72,269-82.0% | $101,271-87.2% | $79,852-83.7% |
| Participation rate | 93.1% | 68.5%+24.6pp | 75.8%+17.3pp | 69.6%+23.5pp |
| Annual return | -6.44% | 22.29%-28.7pp | 46.48%-52.9pp | 31.72%-38.2pp |
| Employer contribution / active EE | $2,586 | $2,692-3.9% | $3,660-29.3% | $2,471+4.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $445 | $4,401-89.9% | $5,948-92.5% | $5,306-91.6% |