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.
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 | $41,597 | $59,456-30.0% | $93,669-55.6% | $74,429-44.1% |
| Participation rate | 69.9% | 59.6%+10.3pp | 68.7%+1.2pp | 67.2%+2.7pp |
| Annual return | 12.67% | 82.00%-69.3pp | 133.59%-120.9pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,461 | $3,052+13.4% | $4,416-21.6% | $4,348-20.4% |
| Admin fee / account holder | $818 | $3,026-73.0% | $8,291-90.1% | $1,944-57.9% |