Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $40,213 | $80,705-50.2% | $115,768-65.3% | $67,986-40.9% |
| Participation rate | 60.3% | 63.0%-2.7pp | 74.4%-14.1pp | 57.2%+3.1pp |
| Annual return | 17.81% | 18.49%-0.7pp | 100.46%-82.7pp | 31.67%-13.9pp |
| Employer contribution / active EE | $1,258 | $2,046-38.5% | $2,940-57.2% | $2,019-37.7% |
| Participant deferral / active EE | $2,745 | $3,559-22.9% | $4,917-44.2% | $3,358-18.3% |
| Admin fee / account holder | $3,295 | $4,135-20.3% | $12,439-73.5% | $3,203+2.9% |