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.)
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 | $24,933 | $55,423-55.0% | $155,602-84.0% | $74,400-66.5% |
| Participation rate | 51.2% | 61.9%-10.6pp | 78.2%-27.0pp | 67.2%-16.0pp |
| Annual return | 13.55% | 269.07%-255.5pp | 64.81%-51.3pp | 1367.51%-1354.0pp |
| Employer contribution / active EE | $1,461 | $2,266-35.5% | $4,675-68.7% | $2,624-44.3% |
| Participant deferral / active EE | $2,223 | $2,835-21.6% | $5,629-60.5% | $4,348-48.9% |
| Admin fee / account holder | $630 | $1,744-63.9% | $15,923-96.0% | $1,944-67.6% |