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 | $41,053 | $69,511-40.9% | $94,664-56.6% | $71,511-42.6% |
| Participation rate | 50.0% | 78.4%-28.4pp | 80.8%-30.8pp | 67.9%-17.9pp |
| Annual return | 13.33% | 29.67%-16.3pp | 156.84%-143.5pp | 28.86%-15.5pp |
| Employer contribution / active EE | $667 | $2,853-76.6% | $3,673-81.8% | $2,589-74.2% |
| Participant deferral / active EE | $2,327 | $7,348-68.3% | $7,417-68.6% | $4,291-45.8% |
| Admin fee / account holder | $2,060 | $1,211+70.2% | $7,222-71.5% | $1,588+29.7% |