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 | $43,497 | $78,562-44.6% | $105,608-58.8% | $74,429-41.6% |
| Participation rate | 29.8% | 72.8%-43.0pp | 75.3%-45.5pp | 67.2%-37.4pp |
| Annual return | 15.12% | 15.94%-0.8pp | 116.50%-101.4pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $2,362 | $2,521-6.3% | $3,167-25.4% | $2,625-10.0% |
| Participant deferral / active EE | $3,591 | $4,321-16.9% | $5,010-28.3% | $4,348-17.4% |
| Admin fee / account holder | $2,323 | $2,217+4.8% | $11,028-78.9% | $1,944+19.5% |