Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $119,071 | $55,446+114.8% | $155,574-23.5% | $74,429+60.0% |
| Participation rate | 55.0% | 61.9%-7.0pp | 78.2%-23.3pp | 67.2%-12.3pp |
| Annual return | 9.66% | 269.20%-259.5pp | 64.87%-55.2pp | 1368.38%-1358.7pp |
| Employer contribution / active EE | $4,821 | $2,266+112.8% | $4,676+3.1% | $2,625+83.7% |
| Participant deferral / active EE | $3,340 | $2,836+17.8% | $5,629-40.7% | $4,348-23.2% |
| Admin fee / account holder | $2,363 | $1,743+35.6% | $15,914-85.2% | $1,944+21.5% |