Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,725 | $108,825-71.8% | $156,181-80.3% | $82,448-62.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 22.61% | 20.59%+2.0pp | 64.87%-42.3pp | 41.64%-19.0pp |
| Employer contribution / active EE | $3,945 | $2,870+37.5% | $4,294-8.1% | $2,551+54.7% |
| Participant deferral / active EE | $3,032 | $4,577-33.8% | $6,132-50.6% | $4,139-26.8% |
| Admin fee / account holder | $1,003 | $9,341-89.3% | $14,586-93.1% | $7,234-86.1% |