Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $43,440 | $45,343-4.2% | $150,298-71.1% | $67,986-36.1% |
| Participation rate | 53.7% | 51.9%+1.9pp | 77.8%-24.0pp | 57.2%-3.5pp |
| Annual return | 19.09% | 33.28%-14.2pp | 62.79%-43.7pp | 31.67%-12.6pp |
| Employer contribution / active EE | $738 | $1,462-49.5% | $4,154-82.2% | $2,019-63.4% |
| Participant deferral / active EE | $2,453 | $2,055+19.4% | $5,453-55.0% | $3,358-26.9% |
| Admin fee / account holder | $3,320 | $2,250+47.5% | $14,116-76.5% | $3,203+3.6% |