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 | $13,446 | $83,369-83.9% | $105,223-87.2% | $67,986-80.2% |
| Participation rate | 91.7% | 56.3%+35.4pp | 75.0%+16.6pp | 57.2%+34.5pp |
| Annual return | 22.44% | 24.64%-2.2pp | 180.65%-158.2pp | 31.67%-9.2pp |
| Employer contribution / active EE | $1,894 | $2,541-25.5% | $3,689-48.7% | $2,019-6.2% |
| Participant deferral / active EE | $4,025 | $3,295+22.1% | $5,072-20.6% | $3,358+19.8% |
| Admin fee / account holder | $2,855 | $4,073-29.9% | $8,859-67.8% | $3,203-10.9% |