Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,414 | $79,867-75.7% | $120,344-83.9% | $64,340-69.8% |
| Participation rate | 97.8% | 63.0%+34.8pp | 76.7%+21.1pp | 55.2%+42.6pp |
| Annual return | 28.09% | 21.10%+7.0pp | 20.30%+7.8pp | 24.14%+3.9pp |
| Employer contribution / active EE | $4,314 | $1,925+124.1% | $3,020+42.8% | $1,862+131.7% |
| Participant deferral / active EE | $5,639 | $3,593+56.9% | $5,135+9.8% | $2,980+89.2% |
| Admin fee / account holder | $867 | $5,039-82.8% | $12,742-93.2% | $3,703-76.6% |