Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $34,899 | $91,474-61.8% | $135,982-74.3% | $71,529-51.2% |
| Participation rate | 44.1% | 75.7%-31.6pp | 81.9%-37.8pp | 67.9%-23.9pp |
| Annual return | 16.34% | 29.89%-13.5pp | 68.32%-52.0pp | 28.97%-12.6pp |
| Employer contribution / active EE | $1,572 | $3,705-57.6% | $4,859-67.6% | $2,590-39.3% |
| Participant deferral / active EE | $3,400 | $7,095-52.1% | $7,760-56.2% | $4,291-20.8% |
| Admin fee / account holder | $4,509 | $1,267+255.8% | $10,767-58.1% | $1,588+183.9% |