Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Participant 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 | $46,938 | $100,801-53.4% | $149,745-68.7% | $73,412-36.1% |
| Participation rate | 49.5% | 77.7%-28.2pp | 82.5%-33.0pp | 72.2%-22.7pp |
| Annual return | 25.97% | 265.34%-239.4pp | 276.72%-250.8pp | 59.30%-33.3pp |
| Employer contribution / active EE | $1,126 | $3,312-66.0% | $4,646-75.8% | $2,234-49.6% |
| Participant deferral / active EE | $2,055 | $6,404-67.9% | $6,843-70.0% | $3,806-46.0% |
| Admin fee / account holder | $2,417 | $181+1236.7% | $9,312-74.0% | $158+1430.8% |