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 | $175,557 | $121,671+44.3% | $211,142-16.9% | $64,340+172.9% |
| Participation rate | 69.4% | 76.5%-7.1pp | 87.3%-17.9pp | 55.2%+14.1pp |
| Annual return | 18.25% | 21.43%-3.2pp | 46.84%-28.6pp | 24.14%-5.9pp |
| Employer contribution / active EE | $1,259 | $4,066-69.0% | $6,442-80.5% | $1,862-32.4% |
| Participant deferral / active EE | $7,013 | $6,049+15.9% | $9,284-24.5% | $2,980+135.3% |
| Admin fee / account holder | $8,184 | $4,774+71.4% | $19,076-57.1% | $3,703+121.0% |