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 | $146,016 | $80,705+80.9% | $115,768+26.1% | $67,986+114.8% |
| Participation rate | 66.9% | 63.0%+4.0pp | 74.4%-7.5pp | 57.2%+9.7pp |
| Annual return | 14.15% | 18.49%-4.3pp | 100.46%-86.3pp | 31.67%-17.5pp |
| Employer contribution / active EE | $656 | $2,046-67.9% | $2,940-77.7% | $2,019-67.5% |
| Participant deferral / active EE | $4,451 | $3,559+25.1% | $4,917-9.5% | $3,358+32.5% |
| Admin fee / account holder | $11,262 | $4,135+172.4% | $12,439-9.5% | $3,203+251.6% |