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 | $51,173 | $76,696-33.3% | $96,515-47.0% | $71,511-28.4% |
| Participation rate | 49.1% | 66.6%-17.4pp | 74.3%-25.2pp | 67.9%-18.8pp |
| Annual return | 17.60% | 48.32%-30.7pp | 35.73%-18.1pp | 28.86%-11.3pp |
| Employer contribution / active EE | $1,792 | $3,032-40.9% | $3,740-52.1% | $2,589-30.8% |
| Participant deferral / active EE | $3,066 | $3,770-18.7% | $4,880-37.2% | $4,291-28.5% |
| Admin fee / account holder | $3,888 | $2,030+91.6% | $6,735-42.3% | $1,588+144.8% |