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 | $57,731 | $80,332-28.1% | $107,187-46.1% | $64,097-9.9% |
| Participation rate | 64.4% | 54.4%+10.0pp | 75.0%-10.6pp | 55.2%+9.2pp |
| Annual return | 8.54% | 24.26%-15.7pp | 204.55%-196.0pp | 34.64%-26.1pp |
| Employer contribution / active EE | $1,666 | $2,501-33.4% | $3,782-56.0% | $1,891-11.9% |
| Participant deferral / active EE | $2,838 | $3,109-8.7% | $5,096-44.3% | $3,080-7.9% |
| Admin fee / account holder | $12,178 | $4,314+182.3% | $9,162+32.9% | $3,454+252.5% |