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 | $26,282 | $81,358-67.7% | $155,556-83.1% | $80,959-67.5% |
| Participation rate | 68.4% | 66.3%+2.1pp | 78.2%-9.9pp | 67.7%+0.7pp |
| Annual return | 13.09% | 33.39%-20.3pp | 64.84%-51.7pp | 35.67%-22.6pp |
| Employer contribution / active EE | $995 | $3,106-68.0% | $4,675-78.7% | $2,757-63.9% |
| Participant deferral / active EE | $2,144 | $3,455-37.9% | $5,631-61.9% | $4,300-50.1% |
| Admin fee / account holder | $3,300 | $7,994-58.7% | $15,885-79.2% | $6,925-52.4% |