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 | $39,649 | $104,098-61.9% | $140,514-71.8% | $94,015-57.8% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 3.19% | 15.14%-11.9pp | 14.36%-11.2pp | 17.84%-14.7pp |
| Employer contribution / active EE | $1,590 | $2,388-33.4% | $3,378-52.9% | $2,790-43.0% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $891 | $10,439-91.5% | $13,697-93.5% | $8,951-90.0% |