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 | $125,335 | $73,397+70.8% | $178,014-29.6% | $74,546+68.1% |
| Participation rate | 65.9% | 66.6%-0.7pp | 77.1%-11.2pp | 67.2%-1.3pp |
| Annual return | 13.87% | 17.49%-3.6pp | 294.80%-280.9pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $705 | $2,217-68.2% | $3,950-82.1% | $2,624-73.1% |
| Participant deferral / active EE | $5,674 | $4,512+25.8% | $6,276-9.6% | $4,347+30.5% |
| Admin fee / account holder | $11,901 | $1,809+557.8% | $10,362+14.9% | $1,944+512.3% |