Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $37,291 | $116,462-68.0% | $455,481-91.8% | $116,462-68.0% |
| Participation rate | 92.3% | 74.7%+17.6pp | 71.0%+21.3pp | 74.7%+17.6pp |
| Annual return | 18.98% | 15.65%+3.3pp | -2.82%+21.8pp | 15.65%+3.3pp |
| Employer contribution / active EE | $4,047 | $3,231+25.3% | $5,016-19.3% | $3,231+25.3% |
| Participant deferral / active EE | $5,824 | $3,836+51.8% | $3,583+62.6% | $3,836+51.8% |
| Admin fee / account holder | $3,766 | $12,754-70.5% | $17,461-78.4% | $12,754-70.5% |