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 | $36,176 | $64,734-44.1% | $90,796-60.2% | $64,097-43.6% |
| Participation rate | 39.2% | 53.2%-14.0pp | 69.5%-30.2pp | 55.2%-15.9pp |
| Annual return | 191.12% | 17.77%+173.3pp | 19.29%+171.8pp | 34.64%+156.5pp |
| Employer contribution / active EE | $1,015 | $1,703-40.4% | $2,294-55.8% | $1,891-46.4% |
| Participant deferral / active EE | $1,825 | $2,629-30.6% | $3,822-52.2% | $3,080-40.7% |
| Admin fee / account holder | $6,918 | $3,474+99.1% | $7,024-1.5% | $3,454+100.3% |