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 | $33,035 | $36,904-10.5% | $158,223-79.1% | $65,191-49.3% |
| Participation rate | 37.9% | 62.1%-24.2pp | 79.2%-41.3pp | 63.0%-25.1pp |
| Annual return | 4.68% | 24.43%-19.8pp | 52.09%-47.4pp | 51.24%-46.6pp |
| Employer contribution / active EE | $1,098 | $1,489-26.3% | $4,109-73.3% | $2,400-54.2% |
| Participant deferral / active EE | $1,593 | $1,936-17.7% | $5,467-70.9% | $2,671-40.4% |
| Admin fee / account holder | $5,444 | $793+586.6% | $16,047-66.1% | $907+500.3% |