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.)
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 | $27,168 | $49,199-44.8% | $121,210-77.6% | $75,177-63.9% |
| Participation rate | 57.3% | 55.4%+1.9pp | 69.5%-12.3pp | 67.2%-9.9pp |
| Annual return | 16.23% | 56.04%-39.8pp | 987.41%-971.2pp | 160.75%-144.5pp |
| Employer contribution / active EE | $878 | $1,547-43.2% | $4,171-78.9% | $2,671-67.1% |
| Participant deferral / active EE | $2,994 | $2,630+13.9% | $4,084-26.7% | $4,126-27.4% |
| Admin fee / account holder | $575 | $3,946-85.4% | $5,647-89.8% | $5,651-89.8% |