Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $67,669 | $91,120-25.7% | $161,149-58.0% | $64,097+5.6% |
| Participation rate | 68.9% | 62.2%+6.7pp | 78.8%-10.0pp | 55.2%+13.7pp |
| Annual return | 16.97% | 17.95%-1.0pp | 21.16%-4.2pp | 34.64%-17.7pp |
| Employer contribution / active EE | $1,637 | $2,284-28.3% | $4,360-62.5% | $1,891-13.4% |
| Participant deferral / active EE | $4,270 | $3,708+15.2% | $6,153-30.6% | $3,080+38.7% |
| Admin fee / account holder | $1,848 | $4,535-59.3% | $15,194-87.8% | $3,454-46.5% |