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 | $67,387 | $79,089-14.8% | $100,392-32.9% | $74,459-9.5% |
| Participation rate | 56.5% | 79.4%-23.0pp | 81.5%-25.0pp | 67.2%-10.8pp |
| Annual return | 15.87% | 20.61%-4.7pp | 49.45%-33.6pp | 1369.70%-1353.8pp |
| Employer contribution / active EE | $1,521 | $3,015-49.6% | $3,941-61.4% | $2,626-42.1% |
| Participant deferral / active EE | $2,706 | $7,747-65.1% | $8,090-66.6% | $4,350-37.8% |
| Admin fee / account holder | $6,066 | $1,336+354.0% | $7,904-23.3% | $1,945+211.9% |