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 | $51,778 | $76,696-32.5% | $96,538-46.4% | $71,529-27.6% |
| Participation rate | 48.5% | 66.6%-18.1pp | 74.3%-25.8pp | 67.9%-19.4pp |
| Annual return | 19.07% | 48.32%-29.3pp | 35.74%-16.7pp | 28.97%-9.9pp |
| Employer contribution / active EE | $991 | $3,032-67.3% | $3,740-73.5% | $2,590-61.7% |
| Participant deferral / active EE | $2,452 | $3,770-35.0% | $4,880-49.8% | $4,291-42.9% |
| Admin fee / account holder | $1,802 | $2,030-11.2% | $6,737-73.3% | $1,588+13.4% |