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.)
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 | $12,143 | $46,732-74.0% | $156,551-92.2% | $55,167-78.0% |
| Participation rate | 45.7% | 65.8%-20.1pp | 84.0%-38.3pp | 69.0%-23.3pp |
| Annual return | 48.29% | 17.72%+30.6pp | 32.23%+16.1pp | 169.23%-120.9pp |
| Employer contribution / active EE | $1,139 | $2,105-45.9% | $5,501-79.3% | $1,963-42.0% |
| Participant deferral / active EE | $2,056 | $2,204-6.7% | $4,871-57.8% | $3,054-32.7% |
| Admin fee / account holder | $598 | $418+43.0% | $13,028-95.4% | $504+18.7% |