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.
Participant 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 | $61,079 | $79,223-22.9% | $102,460-40.4% | $74,478-18.0% |
| Participation rate | 50.0% | 74.8%-24.8pp | 76.5%-26.5pp | 67.2%-17.2pp |
| Annual return | 22.20% | 54.98%-32.8pp | 29.47%-7.3pp | 1370.56%-1348.4pp |
| Employer contribution / active EE | $1,157 | $2,363-51.0% | $3,025-61.8% | $2,626-55.9% |
| Participant deferral / active EE | $2,030 | $4,417-54.0% | $5,056-59.9% | $4,350-53.3% |
| Admin fee / account holder | $1,722 | $2,003-14.0% | $9,460-81.8% | $1,946-11.5% |