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 | $164,174 | $76,383+114.9% | $121,663+34.9% | $64,340+155.2% |
| Participation rate | 66.7% | 60.4%+6.2pp | 74.5%-7.8pp | 55.2%+11.4pp |
| Annual return | 17.65% | 16.98%+0.7pp | 147.54%-129.9pp | 24.14%-6.5pp |
| Employer contribution / active EE | $2,456 | $1,943+26.4% | $3,020-18.7% | $1,862+31.9% |
| Participant deferral / active EE | $5,608 | $3,149+78.1% | $4,887+14.8% | $2,980+88.2% |
| Admin fee / account holder | $5,848 | $4,142+41.2% | $14,289-59.1% | $3,703+57.9% |