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 | $10,467 | $64,729-83.8% | $112,263-90.7% | $68,490-84.7% |
| Participation rate | 88.9% | 67.2%+21.7pp | 75.1%+13.8pp | 67.9%+21.0pp |
| Annual return | -18.35% | -11.40%-6.9pp | 27.49%-45.8pp | -7.85%-10.5pp |
| Employer contribution / active EE | $2,500 | $2,746-8.9% | $3,636-31.2% | $2,597-3.7% |
| Participant deferral / active EE | $3,129 | $3,566-12.2% | $4,729-33.8% | $4,028-22.3% |
| Admin fee / account holder | $1,606 | $5,222-69.3% | $6,410-75.0% | $5,403-70.3% |