Sign up free to preview peer percentile detail
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 | $49,533 | $86,940-43.0% | $102,434-51.6% | $80,935-38.8% |
| Participation rate | 64.4% | 72.4%-8.0pp | 76.5%-12.1pp | 67.7%-3.3pp |
| Annual return | 3.91% | 18.89%-15.0pp | 29.46%-25.6pp | 35.66%-31.8pp |
| Employer contribution / active EE | $6,147 | $2,370+159.4% | $3,023+103.3% | $2,757+123.0% |
| Participant deferral / active EE | $14,382 | $4,121+249.0% | $5,055+184.5% | $4,299+234.5% |
| Admin fee / account holder | $9,182 | $8,047+14.1% | $9,462-3.0% | $6,924+32.6% |