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.
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,016 | $54,368-81.6% | $117,039-91.4% | $62,293-83.9% |
| Participation rate | 52.2% | 64.9%-12.8pp | 77.2%-25.0pp | 69.5%-17.3pp |
| Annual return | 20.04% | 21.77%-1.7pp | 18.95%+1.1pp | 28.90%-8.9pp |
| Employer contribution / active EE | $1,251 | $1,692-26.0% | $3,785-66.9% | $2,042-38.7% |
| Participant deferral / active EE | $2,059 | $2,269-9.2% | $3,929-47.6% | $3,169-35.0% |
| Admin fee / account holder | $49 | $493-90.2% | $5,974-99.2% | $479-89.9% |