Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,652 | $29,569-70.7% | $56,077-84.6% | $77,714-88.9% |
| Participation rate | 43.6% | 32.6%+11.0pp | 52.5%-8.9pp | 70.6%-27.0pp |
| Annual return | 19.98% | 18.90%+1.1pp | 1709.28%-1689.3pp | 31.26%-11.3pp |
| Employer contribution / active EE | $541 | $569-4.8% | $1,040-48.0% | $2,727-80.1% |
| Participant deferral / active EE | $815 | $1,061-23.2% | $1,954-58.3% | $4,649-82.5% |
| Admin fee / account holder | $399 | $1,042-61.7% | $2,825-85.9% | $433-7.9% |