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 | $60,157 | $78,562-23.4% | $105,608-43.0% | $74,429-19.2% |
| Participation rate | 47.8% | 72.8%-25.0pp | 75.3%-27.5pp | 67.2%-19.4pp |
| Annual return | 28.00% | 15.94%+12.1pp | 116.50%-88.5pp | 1368.38%-1340.4pp |
| Employer contribution / active EE | $899 | $2,521-64.4% | $3,167-71.6% | $2,625-65.8% |
| Participant deferral / active EE | $2,139 | $4,321-50.5% | $5,010-57.3% | $4,348-50.8% |
| Admin fee / account holder | $7,150 | $2,217+222.5% | $11,028-35.2% | $1,944+267.7% |