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 | $78,225 | $45,126+73.3% | $85,187-8.2% | $74,459+5.1% |
| Participation rate | 53.4% | 49.4%+4.0pp | 67.5%-14.1pp | 67.2%-13.8pp |
| Annual return | 10.94% | 26.30%-15.4pp | 66.67%-55.7pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $1,636 | $1,460+12.0% | $2,732-40.1% | $2,626-37.7% |
| Participant deferral / active EE | $2,905 | $2,738+6.1% | $4,525-35.8% | $4,350-33.2% |
| Admin fee / account holder | $1,788 | $2,212-19.2% | $6,162-71.0% | $1,945-8.1% |