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 | $7,060 | $77,901-90.9% | $149,717-95.3% | $75,181-90.6% |
| Participation rate | 85.7% | 65.6%+20.1pp | 78.8%+6.9pp | 67.2%+18.5pp |
| Annual return | 19.96% | 31.73%-11.8pp | 134.41%-114.5pp | 160.69%-140.7pp |
| Employer contribution / active EE | $1,196 | $3,137-61.9% | $4,820-75.2% | $2,671-55.2% |
| Participant deferral / active EE | $1,468 | $3,411-57.0% | $5,682-74.2% | $4,126-64.4% |
| Admin fee / account holder | $511 | $5,949-91.4% | $13,213-96.1% | $5,650-90.9% |