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 | $66,382 | $80,781-17.8% | $102,437-35.2% | $74,478-10.9% |
| Participation rate | 39.1% | 65.7%-26.5pp | 74.5%-35.4pp | 67.2%-28.1pp |
| Annual return | 10.16% | 27.58%-17.4pp | 24.95%-14.8pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $921 | $3,160-70.8% | $3,871-76.2% | $2,626-64.9% |
| Participant deferral / active EE | $2,785 | $3,862-27.9% | $5,060-45.0% | $4,350-36.0% |
| Admin fee / account holder | $7,326 | $2,372+208.8% | $8,388-12.7% | $1,946+276.5% |