Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,515 | $88,360-91.5% | $145,433-94.8% | $67,986-88.9% |
| Participation rate | 67.3% | 65.5%+1.8pp | 82.1%-14.8pp | 57.2%+10.1pp |
| Annual return | 37.29% | 63.15%-25.9pp | 66.58%-29.3pp | 31.67%+5.6pp |
| Employer contribution / active EE | $1,334 | $3,054-56.3% | $4,554-70.7% | $2,019-33.9% |
| Participant deferral / active EE | $1,941 | $5,932-67.3% | $7,897-75.4% | $3,358-42.2% |
| Admin fee / account holder | $431 | $3,313-87.0% | $13,129-96.7% | $3,203-86.6% |