Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,176 | $84,499-78.5% | $125,391-85.5% | $66,949-72.9% |
| Participation rate | 57.1% | 76.4%-19.3pp | 82.4%-25.2pp | 69.8%-12.7pp |
| Annual return | -19.97% | -8.49%-11.5pp | 572.41%-592.4pp | 1.57%-21.5pp |
| Employer contribution / active EE | $1,214 | $3,554-65.8% | $4,816-74.8% | $2,545-52.3% |
| Participant deferral / active EE | $2,615 | $6,785-61.5% | $7,448-64.9% | $4,239-38.3% |
| Admin fee / account holder | $2,127 | $685+210.4% | $10,009-78.8% | $594+258.3% |