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 | $37,976 | $66,004-42.5% | $81,820-53.6% | $77,714-51.1% |
| Participation rate | 27.3% | 65.8%-38.5pp | 72.4%-45.1pp | 70.6%-43.3pp |
| Annual return | 11.24% | 26.65%-15.4pp | 777.93%-766.7pp | 31.26%-20.0pp |
| Employer contribution / active EE | $608 | $2,375-74.4% | $2,915-79.2% | $2,727-77.7% |
| Participant deferral / active EE | $1,047 | $3,508-70.1% | $4,323-75.8% | $4,649-77.5% |
| Admin fee / account holder | $904 | $527+71.6% | $7,391-87.8% | $433+108.6% |