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 | $32,674 | $55,470-41.1% | $155,556-79.0% | $74,478-56.1% |
| Participation rate | 53.1% | 61.9%-8.8pp | 78.2%-25.2pp | 67.2%-14.2pp |
| Annual return | 13.62% | 269.80%-256.2pp | 64.84%-51.2pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $2,373 | $2,267+4.7% | $4,675-49.3% | $2,626-9.7% |
| Participant deferral / active EE | $2,590 | $2,838-8.7% | $5,631-54.0% | $4,350-40.5% |
| Admin fee / account holder | $1,914 | $1,744+9.7% | $15,885-88.0% | $1,946-1.6% |