Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,913 | $57,763-65.5% | $112,228-82.3% | $71,529-72.2% |
| Participation rate | 40.9% | 58.9%-18.0pp | 72.4%-31.5pp | 67.9%-27.0pp |
| Annual return | 29.02% | 18.26%+10.8pp | 30.23%-1.2pp | 28.97%+0.1pp |
| Employer contribution / active EE | $1,240 | $1,916-35.3% | $3,432-63.9% | $2,590-52.1% |
| Participant deferral / active EE | $1,731 | $2,865-39.6% | $4,800-63.9% | $4,291-59.7% |
| Admin fee / account holder | $1,585 | $1,563+1.4% | $7,752-79.6% | $1,588-0.2% |