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 | $88,449 | $79,181+11.7% | $102,423-13.6% | $74,429+18.8% |
| Participation rate | 44.6% | 74.8%-30.2pp | 76.5%-31.9pp | 67.2%-22.6pp |
| Annual return | 9.19% | 54.97%-45.8pp | 29.42%-20.2pp | 1368.38%-1359.2pp |
| Employer contribution / active EE | $1,196 | $2,362-49.3% | $3,023-60.4% | $2,625-54.4% |
| Participant deferral / active EE | $3,439 | $4,416-22.1% | $5,054-32.0% | $4,348-20.9% |
| Admin fee / account holder | $6,168 | $2,002+208.1% | $9,455-34.8% | $1,944+217.2% |