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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,880 | $50,919-17.8% | $155,556-73.1% | $77,762-46.1% |
| Participation rate | 14.5% | 63.1%-48.6pp | 78.2%-63.7pp | 70.6%-56.1pp |
| Annual return | 12.27% | 34.84%-22.6pp | 64.84%-52.6pp | 31.27%-19.0pp |
| Employer contribution / active EE | $18 | $1,991-99.1% | $4,675-99.6% | $2,728-99.3% |
| Participant deferral / active EE | $1,198 | $2,824-57.6% | $5,631-78.7% | $4,651-74.2% |
| Admin fee / account holder | $3,551 | $437+713.2% | $15,885-77.6% | $433+720.4% |