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 | $127,658 | $88,360+44.5% | $145,433-12.2% | $67,986+87.8% |
| Participation rate | 62.1% | 65.5%-3.4pp | 82.1%-20.0pp | 57.2%+4.9pp |
| Annual return | 15.11% | 63.15%-48.0pp | 66.58%-51.5pp | 31.67%-16.6pp |
| Employer contribution / active EE | $1,666 | $3,054-45.4% | $4,554-63.4% | $2,019-17.5% |
| Participant deferral / active EE | $8,648 | $5,932+45.8% | $7,897+9.5% | $3,358+157.5% |
| Admin fee / account holder | $24,630 | $3,313+643.4% | $13,129+87.6% | $3,203+668.9% |