Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $69,047 | $110,483-37.5% | $145,433-52.5% | $79,634-13.3% |
| Participation rate | 33.3% | 71.1%-37.8pp | 82.1%-48.8pp | 62.5%-29.2pp |
| Annual return | 40.82% | 24.62%+16.2pp | 66.58%-25.8pp | 36.46%+4.4pp |
| Employer contribution / active EE | $1,741 | $4,053-57.0% | $4,554-61.8% | $2,529-31.1% |
| Participant deferral / active EE | $3,871 | $7,216-46.4% | $7,897-51.0% | $3,835+1.0% |
| Admin fee / account holder | $3,460 | $680+408.8% | $13,129-73.6% | $1,002+245.4% |