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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,332 | $46,464-30.4% | $150,298-78.5% | $79,634-59.4% |
| Participation rate | 17.6% | 57.0%-39.4pp | 77.8%-60.2pp | 62.5%-44.9pp |
| Annual return | 12.97% | 27.89%-14.9pp | 62.79%-49.8pp | 36.46%-23.5pp |
| Employer contribution / active EE | $16 | $1,512-98.9% | $4,154-99.6% | $2,529-99.4% |
| Participant deferral / active EE | $776 | $2,157-64.0% | $5,453-85.8% | $3,835-79.8% |
| Admin fee / account holder | $3,117 | $891+250.0% | $14,116-77.9% | $1,002+211.1% |