Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,761 | $62,409-61.9% | $120,574-80.3% | $74,459-68.1% |
| Participation rate | 26.7% | 56.8%-30.1pp | 71.9%-45.2pp | 67.2%-40.5pp |
| Annual return | 18.24% | 18.62%-0.4pp | 107.42%-89.2pp | 1369.70%-1351.5pp |
| Employer contribution / active EE | $913 | $1,847-50.6% | $3,471-73.7% | $2,626-65.2% |
| Participant deferral / active EE | $1,348 | $2,888-53.3% | $4,996-73.0% | $4,350-69.0% |
| Admin fee / account holder | $349 | $2,394-85.4% | $9,445-96.3% | $1,945-82.1% |