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.)
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 | $33,953 | $45,343-25.1% | $150,298-77.4% | $67,986-50.1% |
| Participation rate | 44.6% | 51.9%-7.2pp | 77.8%-33.1pp | 57.2%-12.6pp |
| Annual return | 15.62% | 33.28%-17.7pp | 62.79%-47.2pp | 31.67%-16.0pp |
| Employer contribution / active EE | $1,256 | $1,462-14.1% | $4,154-69.8% | $2,019-37.8% |
| Participant deferral / active EE | $2,081 | $2,055+1.3% | $5,453-61.8% | $3,358-38.0% |
| Admin fee / account holder | $8,041 | $2,250+257.4% | $14,116-43.0% | $3,203+151.0% |