Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,583 | $69,708-76.2% | $67,560-75.5% | $74,478-77.7% |
| Participation rate | 46.8% | 71.4%-24.6pp | 72.9%-26.1pp | 67.2%-20.4pp |
| Annual return | 16.75% | -40.67%+57.4pp | 3533.50%-3516.7pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $859 | $2,715-68.4% | $2,737-68.6% | $2,626-67.3% |
| Participant deferral / active EE | $1,099 | $3,637-69.8% | $4,004-72.6% | $4,350-74.7% |
| Admin fee / account holder | $1,723 | $887+94.2% | $3,994-56.9% | $1,946-11.5% |