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 | $6,894 | $77,814-91.1% | $158,223-95.6% | $86,983-92.1% |
| Participation rate | 88.0% | 68.4%+19.6pp | 79.2%+8.8pp | 69.5%+18.5pp |
| Annual return | 25.86% | 30.54%-4.7pp | 52.09%-26.2pp | 25.83%0pp |
| Employer contribution / active EE | $2,623 | $2,592+1.2% | $4,109-36.2% | $2,584+1.5% |
| Participant deferral / active EE | $3,134 | $3,270-4.1% | $5,467-42.7% | $4,194-25.3% |
| Admin fee / account holder | $1,821 | $5,879-69.0% | $16,047-88.7% | $7,856-76.8% |