Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,509 | $65,960-61.3% | $81,844-68.8% | $77,736-67.2% |
| Participation rate | 45.8% | 65.8%-20.0pp | 72.4%-26.6pp | 70.6%-24.8pp |
| Annual return | 31.14% | 26.64%+4.5pp | 778.87%-747.7pp | 31.26%-0.1pp |
| Employer contribution / active EE | $349 | $2,375-85.3% | $2,916-88.0% | $2,728-87.2% |
| Participant deferral / active EE | $1,118 | $3,505-68.1% | $4,323-74.1% | $4,651-76.0% |
| Admin fee / account holder | $4,229 | $526+703.2% | $7,355-42.5% | $433+876.0% |