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 | $50,681 | $55,470-8.6% | $155,556-67.4% | $74,478-32.0% |
| Participation rate | 60.6% | 61.9%-1.3pp | 78.2%-17.7pp | 67.2%-6.7pp |
| Annual return | 196.67% | 269.80%-73.1pp | 64.84%+131.8pp | 1370.56%-1173.9pp |
| Employer contribution / active EE | $946 | $2,267-58.3% | $4,675-79.8% | $2,626-64.0% |
| Participant deferral / active EE | $1,839 | $2,838-35.2% | $5,631-67.3% | $4,350-57.7% |
| Admin fee / account holder | $1,088 | $1,744-37.6% | $15,885-93.1% | $1,946-44.1% |