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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $101,039 | $80,731+25.2% | $103,374-2.3% | $74,546+35.5% |
| Participation rate | 62.8% | 65.7%-2.8pp | 74.5%-11.7pp | 67.2%-4.4pp |
| Annual return | 10.17% | 27.56%-17.4pp | 24.89%-14.7pp | 1366.03%-1355.9pp |
| Employer contribution / active EE | $8,086 | $3,158+156.1% | $3,869+109.0% | $2,624+208.1% |
| Participant deferral / active EE | $5,286 | $3,860+36.9% | $5,058+4.5% | $4,347+21.6% |
| Admin fee / account holder | $3,606 | $2,369+52.2% | $8,394-57.0% | $1,944+85.5% |