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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,198 | $25,014-95.2% | $69,632-98.3% | $80,959-98.5% |
| Participation rate | 67.5% | 64.2%+3.3pp | 66.4%+1.1pp | 67.7%-0.1pp |
| Annual return | 11.62% | 19.08%-7.5pp | 101.32%-89.7pp | 35.67%-24.0pp |
| Employer contribution / active EE | $367 | $991-63.0% | $1,708-78.5% | $2,757-86.7% |
| Participant deferral / active EE | $890 | $1,840-51.6% | $2,889-69.2% | $4,300-79.3% |
| Admin fee / account holder | $383 | $2,491-84.6% | $4,695-91.8% | $6,925-94.5% |