Sign up free to preview peer percentile detail
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 | $13,993 | $128,603-89.1% | $197,124-92.9% | $67,986-79.4% |
| Participation rate | 95.3% | 81.7%+13.6pp | 86.7%+8.6pp | 57.2%+38.1pp |
| Annual return | 29.50% | 23.77%+5.7pp | 44.34%-14.8pp | 31.67%-2.2pp |
| Employer contribution / active EE | $3,494 | $4,379-20.2% | $6,227-43.9% | $2,019+73.1% |
| Participant deferral / active EE | $5,900 | $6,840-13.7% | $9,135-35.4% | $3,358+75.7% |
| Admin fee / account holder | $564 | $3,035-81.4% | $16,298-96.5% | $3,203-82.4% |