Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,327 | $62,393-69.0% | $120,580-84.0% | $74,478-74.0% |
| Participation rate | 65.1% | 56.8%+8.3pp | 72.0%-6.9pp | 67.2%-2.1pp |
| Annual return | 18.49% | 18.61%-0.1pp | 107.48%-89.0pp | 1370.56%-1352.1pp |
| Employer contribution / active EE | $1,113 | $1,845-39.7% | $3,469-67.9% | $2,626-57.6% |
| Participant deferral / active EE | $1,949 | $2,886-32.4% | $4,995-61.0% | $4,350-55.2% |
| Admin fee / account holder | $1,265 | $2,396-47.2% | $9,418-86.6% | $1,946-35.0% |