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 | $31,630 | $101,672-68.9% | $147,117-78.5% | $74,478-57.5% |
| Participation rate | 91.5% | 75.5%+15.9pp | 82.2%+9.3pp | 67.2%+24.3pp |
| Annual return | 32.01% | 8757.83%-8725.8pp | 420.54%-388.5pp | 1370.56%-1338.6pp |
| Employer contribution / active EE | $1,967 | $3,813-48.4% | $4,932-60.1% | $2,626-25.1% |
| Participant deferral / active EE | $4,654 | $7,305-36.3% | $8,065-42.3% | $4,350+7.0% |
| Admin fee / account holder | $764 | $1,753-56.4% | $12,993-94.1% | $1,946-60.7% |