Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,556 | $125,797-83.7% | $170,057-87.9% | $75,177-72.7% |
| Participation rate | 98.9% | 83.6%+15.3pp | 87.0%+11.9pp | 67.2%+31.7pp |
| Annual return | 31.57% | 27.20%+4.4pp | 53.42%-21.8pp | 160.75%-129.2pp |
| Employer contribution / active EE | $3,411 | $4,616-26.1% | $6,790-49.8% | $2,671+27.7% |
| Participant deferral / active EE | $4,783 | $6,838-30.1% | $10,411-54.1% | $4,126+15.9% |
| Admin fee / account holder | $411 | $8,177-95.0% | $12,826-96.8% | $5,651-92.7% |