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.
Participant 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 | $97,912 | $78,607+24.6% | $105,624-7.3% | $74,478+31.5% |
| Participation rate | 47.5% | 72.8%-25.4pp | 75.3%-27.8pp | 67.2%-19.8pp |
| Annual return | 10.87% | 15.96%-5.1pp | 116.20%-105.3pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $1,286 | $2,523-49.0% | $3,168-59.4% | $2,626-51.0% |
| Participant deferral / active EE | $1,691 | $4,325-60.9% | $5,013-66.3% | $4,350-61.1% |
| Admin fee / account holder | $9,628 | $2,220+333.8% | $10,961-12.2% | $1,946+394.8% |