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 | $101,591-58.4% | $147,096-71.2% | $74,429-43.2% |
| Participation rate | 59.5% | 75.5%-16.0pp | 82.2%-22.6pp | 67.2%-7.7pp |
| Annual return | 19.10% | 8746.45%-8727.3pp | 419.75%-400.6pp | 1368.38%-1349.3pp |
| Employer contribution / active EE | $2,537 | $3,813-33.5% | $4,936-48.6% | $2,625-3.4% |
| Participant deferral / active EE | $3,508 | $7,302-52.0% | $8,071-56.5% | $4,348-19.3% |
| Admin fee / account holder | $3,115 | $1,750+78.0% | $13,005-76.1% | $1,944+60.2% |