Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,446 | $49,693-72.9% | $70,544-80.9% | $74,460-81.9% |
| Participation rate | 31.2% | 64.7%-33.4pp | 68.4%-37.1pp | 70.7%-39.5pp |
| Annual return | 37.18% | 21.22%+16.0pp | 32.79%+4.4pp | 34.38%+2.8pp |
| Employer contribution / active EE | $671 | $1,773-62.2% | $2,976-77.5% | $2,638-74.6% |
| Participant deferral / active EE | $1,553 | $3,376-54.0% | $4,568-66.0% | $4,530-65.7% |
| Admin fee / account holder | $1,012 | $316+220.5% | $6,427-84.3% | $348+191.0% |