Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,449 | $46,688-79.8% | $189,758-95.0% | $69,733-86.4% |
| Participation rate | 86.1% | 61.7%+24.4pp | 79.8%+6.3pp | 62.5%+23.7pp |
| Annual return | 15.83% | 14.35%+1.5pp | 52.62%-36.8pp | 15.22%+0.6pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $4,767-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,679 | $2,143-21.7% | $5,856-71.3% | $3,054-45.0% |
| Admin fee / account holder | $408 | $1,700-76.0% | $20,388-98.0% | $3,102-86.8% |