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 | $17,358 | $38,006-54.3% | $161,489-89.3% | $89,670-80.6% |
| Participation rate | 3.2% | 55.7%-52.5pp | 78.7%-75.5pp | 71.2%-68.0pp |
| Annual return | 11.21% | 51.85%-40.6pp | 89.72%-78.5pp | 19.66%-8.5pp |
| Employer contribution / active EE | $0 | $1,536-100.0% | $4,268-100.0% | $4,041-100.0% |
| Participant deferral / active EE | $46 | $1,865-97.5% | $5,630-99.2% | $3,962-98.8% |
| Admin fee / account holder | $623 | $249+150.0% | $16,006-96.1% | $352+77.1% |