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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,281 | $73,532+249.9% | $178,540+44.1% | $74,459+245.5% |
| Participation rate | 50.6% | 66.6%-16.0pp | 77.1%-26.5pp | 67.2%-16.6pp |
| Annual return | 23.25% | 17.51%+5.7pp | 27.15%-3.9pp | 1369.70%-1346.5pp |
| Employer contribution / active EE | $1,877 | $2,221-15.5% | $3,953-52.5% | $2,626-28.5% |
| Participant deferral / active EE | $4,409 | $4,519-2.4% | $6,281-29.8% | $4,350+1.4% |
| Admin fee / account holder | $6,350 | $1,813+250.4% | $10,424-39.1% | $1,945+226.5% |