Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,029 | $65,125-90.7% | $143,797-95.8% | $66,949-91.0% |
| Participation rate | 73.4% | 65.2%+8.2pp | 80.3%-6.9pp | 69.8%+3.6pp |
| Annual return | -10.71% | -11.13%+0.4pp | -0.04%-10.7pp | 1.57%-12.3pp |
| Employer contribution / active EE | $457 | $2,362-80.6% | $4,952-90.8% | $2,545-82.0% |
| Participant deferral / active EE | $1,449 | $2,920-50.4% | $5,638-74.3% | $4,239-65.8% |
| Admin fee / account holder | $823 | $503+63.7% | $14,679-94.4% | $594+38.7% |