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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,866 | $73,102-71.5% | $123,552-83.1% | $56,287-62.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -7.81% | 3.01%-10.8pp | 119.20%-127.0pp | -9.96%+2.1pp |
| Employer contribution / active EE | $2,531 | $2,977-15.0% | $4,628-45.3% | $2,111+19.9% |
| Participant deferral / active EE | $3,938 | $5,423-27.4% | $6,426-38.7% | $3,350+17.6% |
| Admin fee / account holder | $4,122 | $554+644.4% | $9,285-55.6% | $521+691.3% |