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 | $42,311 | $101,672-58.4% | $147,117-71.2% | $74,478-43.2% |
| Participation rate | 59.5% | 75.5%-16.0pp | 82.2%-22.6pp | 67.2%-7.7pp |
| Annual return | 19.10% | 8757.83%-8738.7pp | 420.54%-401.4pp | 1370.56%-1351.5pp |
| Employer contribution / active EE | $2,537 | $3,813-33.5% | $4,932-48.6% | $2,626-3.4% |
| Participant deferral / active EE | $3,508 | $7,305-52.0% | $8,065-56.5% | $4,350-19.4% |
| Admin fee / account holder | $3,115 | $1,753+77.7% | $12,993-76.0% | $1,946+60.1% |