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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,973 | $60,261-73.5% | $81,783-80.5% | $74,546-78.6% |
| Participation rate | 38.3% | 62.9%-24.6pp | 72.4%-34.1pp | 67.2%-28.9pp |
| Annual return | 8.95% | 16.88%-7.9pp | 775.05%-766.1pp | 1366.03%-1357.1pp |
| Employer contribution / active EE | $258 | $2,622-90.2% | $2,913-91.1% | $2,624-90.2% |
| Participant deferral / active EE | $1,736 | $3,388-48.7% | $4,320-59.8% | $4,347-60.1% |
| Admin fee / account holder | $4,426 | $1,482+198.6% | $7,380-40.0% | $1,944+127.7% |