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.)
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 | $9,419 | $76,401-87.7% | $106,387-91.1% | $64,173-85.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.5%+22.5pp | 69.6%+30.4pp |
| Annual return | -1.55% | -2.19%+0.6pp | 0.25%-1.8pp | 7.63%-9.2pp |
| Employer contribution / active EE | $1,470 | $2,680-45.2% | $3,520-58.2% | $2,381-38.3% |
| Participant deferral / active EE | $2,375 | $4,274-44.4% | $5,421-56.2% | $3,470-31.6% |
| Admin fee / account holder | $729 | $4,610-84.2% | $7,510-90.3% | $4,887-85.1% |