Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,907 | $55,932-89.4% | $76,735-92.3% | $67,986-91.3% |
| Participation rate | 75.6% | 50.8%+24.8pp | 69.5%+6.1pp | 57.2%+18.4pp |
| Annual return | 20.08% | 23.10%-3.0pp | 29.77%-9.7pp | 31.67%-11.6pp |
| Employer contribution / active EE | $632 | $1,487-57.5% | $2,454-74.2% | $2,019-68.7% |
| Participant deferral / active EE | $1,568 | $2,558-38.7% | $4,088-61.6% | $3,358-53.3% |
| Admin fee / account holder | $1,415 | $4,907-71.2% | $7,189-80.3% | $3,203-55.8% |