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 | $42,578 | $122,042-65.1% | $184,260-76.9% | $74,459-42.8% |
| Participation rate | 72.4% | 85.5%-13.1pp | 86.8%-14.5pp | 67.2%+5.1pp |
| Annual return | 14.83% | 19.91%-5.1pp | 28.84%-14.0pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $1,881 | $4,537-58.5% | $6,427-70.7% | $2,626-28.4% |
| Participant deferral / active EE | $4,995 | $7,143-30.1% | $9,133-45.3% | $4,350+14.8% |
| Admin fee / account holder | $1,944 | $1,252+55.3% | $13,898-86.0% | $1,9450% |