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 | $49,143 | $52,450-6.3% | $129,397-62.0% | $74,429-34.0% |
| Participation rate | 69.2% | 53.8%+15.4pp | 69.6%-0.4pp | 67.2%+2.0pp |
| Annual return | 20.42% | 15.65%+4.8pp | 9453.98%-9433.6pp | 1368.38%-1348.0pp |
| Employer contribution / active EE | $3,312 | $1,532+116.2% | $4,154-20.3% | $2,625+26.2% |
| Participant deferral / active EE | $6,798 | $2,797+143.0% | $4,167+63.1% | $4,348+56.3% |
| Admin fee / account holder | $4,502 | $2,636+70.8% | $7,679-41.4% | $1,944+131.5% |