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 | $7,771 | $27,243-71.5% | $52,425-85.2% | $79,634-90.2% |
| Participation rate | 24.2% | 22.4%+1.8pp | 55.6%-31.5pp | 62.5%-38.3pp |
| Annual return | 11.65% | 63.36%-51.7pp | 302.12%-290.5pp | 36.46%-24.8pp |
| Employer contribution / active EE | $42 | $319-86.8% | $914-95.4% | $2,529-98.3% |
| Participant deferral / active EE | $420 | $636-33.9% | $1,790-76.5% | $3,835-89.0% |
| Admin fee / account holder | $3,199 | $2,105+52.0% | $2,495+28.2% | $1,002+219.2% |