Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,268 | $62,166+11.4% | $81,286-14.8% | $74,429-6.9% |
| Participation rate | 54.7% | 64.1%-9.4pp | 69.5%-14.8pp | 67.2%-12.5pp |
| Annual return | 5.76% | 16.50%-10.7pp | 24.80%-19.0pp | 1368.38%-1362.6pp |
| Employer contribution / active EE | $2,703 | $1,881+43.7% | $2,463+9.7% | $2,625+3.0% |
| Participant deferral / active EE | $3,497 | $3,223+8.5% | $3,883-9.9% | $4,348-19.6% |
| Admin fee / account holder | $16,232 | $1,925+743.4% | $5,764+181.6% | $1,944+734.9% |