Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $23,241 | $65,378-64.5% | $87,103-73.3% | $65,186-64.3% |
| Participation rate | 99.0% | 75.3%+23.7pp | 76.9%+22.2pp | 70.2%+28.8pp |
| Annual return | 62.99% | 31.28%+31.7pp | 28.19%+34.8pp | 29.39%+33.6pp |
| Employer contribution / active EE | $633 | $1,823-65.3% | $2,521-74.9% | $2,177-70.9% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $440 | $520-15.4% | $7,491-94.1% | $847-48.1% |