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 | $29,545 | $59,140-50.0% | $160,037-81.5% | $66,949-55.9% |
| Participation rate | 69.0% | 68.1%+0.9pp | 78.0%-9.0pp | 69.8%-0.8pp |
| Annual return | -13.42% | -12.25%-1.2pp | 408.95%-422.4pp | 1.57%-15.0pp |
| Employer contribution / active EE | $1,365 | $1,982-31.2% | $4,226-67.7% | $2,545-46.4% |
| Participant deferral / active EE | $2,798 | $4,399-36.4% | $6,184-54.8% | $4,239-34.0% |
| Admin fee / account holder | $1,464 | $591+147.7% | $8,716-83.2% | $594+146.7% |