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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,533 | $61,391-12.8% | $149,723-64.2% | $71,529-25.2% |
| Participation rate | 35.0% | 62.5%-27.5pp | 78.8%-43.8pp | 67.9%-32.9pp |
| Annual return | 14.03% | 35.88%-21.8pp | 134.50%-120.5pp | 28.97%-14.9pp |
| Employer contribution / active EE | $3,935 | $2,384+65.1% | $4,821-18.4% | $2,590+52.0% |
| Participant deferral / active EE | $2,694 | $2,921-7.8% | $5,682-52.6% | $4,291-37.2% |
| Admin fee / account holder | $0 | $1,264-100.0% | $13,215-100.0% | $1,588-100.0% |