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.
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 | $24,732 | $83,369-70.3% | $105,223-76.5% | $67,986-63.6% |
| Participation rate | 69.0% | 56.3%+12.7pp | 75.0%-6.0pp | 57.2%+11.8pp |
| Annual return | 20.84% | 24.64%-3.8pp | 180.65%-159.8pp | 31.67%-10.8pp |
| Employer contribution / active EE | $10,599 | $2,541+317.2% | $3,689+187.3% | $2,019+425.0% |
| Participant deferral / active EE | $1,581 | $3,295-52.0% | $5,072-68.8% | $3,358-52.9% |
| Admin fee / account holder | $3,758 | $4,073-7.7% | $8,859-57.6% | $3,203+17.3% |