Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,572 | $138,393-77.9% | $184,256-83.4% | $80,959-62.2% |
| Participation rate | 84.8% | 83.9%+0.9pp | 86.8%-2.0pp | 67.7%+17.1pp |
| Annual return | 31.04% | 20.01%+11.0pp | 28.85%+2.2pp | 35.67%-4.6pp |
| Employer contribution / active EE | $3,823 | $4,847-21.1% | $6,427-40.5% | $2,757+38.7% |
| Participant deferral / active EE | $6,875 | $7,076-2.8% | $9,133-24.7% | $4,300+59.9% |
| Admin fee / account holder | $2,179 | $10,489-79.2% | $13,899-84.3% | $6,925-68.5% |