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 | $29,546-70.7% | $56,441-84.7% | $77,671-88.9% |
| Participation rate | 43.6% | 32.7%+10.9pp | 52.5%-8.9pp | 70.6%-27.0pp |
| Annual return | 19.98% | 19.01%+1.0pp | 1704.21%-1684.2pp | 31.21%-11.2pp |
| Employer contribution / active EE | $541 | $568-4.7% | $1,039-47.9% | $2,726-80.1% |
| Participant deferral / active EE | $815 | $1,061-23.2% | $1,953-58.3% | $4,648-82.5% |
| Admin fee / account holder | $399 | $1,046-61.9% | $2,829-85.9% | $430-7.3% |