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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,270 | $55,889-88.8% | $76,119-91.8% | $80,935-92.3% |
| Participation rate | 91.7% | 62.1%+29.6pp | 69.1%+22.6pp | 67.7%+24.0pp |
| Annual return | 8.61% | 20.58%-12.0pp | 361.25%-352.6pp | 35.66%-27.0pp |
| Employer contribution / active EE | $1,508 | $1,866-19.2% | $2,693-44.0% | $2,757-45.3% |
| Participant deferral / active EE | $3,348 | $3,051+9.7% | $4,259-21.4% | $4,299-22.1% |
| Admin fee / account holder | $1,011 | $5,241-80.7% | $6,421-84.3% | $6,924-85.4% |