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 | $143,804 | $83,369+72.5% | $105,223+36.7% | $67,986+111.5% |
| Participation rate | 67.3% | 56.3%+11.0pp | 75.0%-7.7pp | 57.2%+10.1pp |
| Annual return | 19.53% | 24.64%-5.1pp | 180.65%-161.1pp | 31.67%-12.1pp |
| Employer contribution / active EE | $2,636 | $2,541+3.7% | $3,689-28.5% | $2,019+30.6% |
| Participant deferral / active EE | $5,993 | $3,295+81.9% | $5,072+18.2% | $3,358+78.5% |
| Admin fee / account holder | $9,137 | $4,073+124.4% | $8,859+3.1% | $3,203+185.3% |