Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $31,730 | $56,047-43.4% | $98,716-67.9% | $79,634-60.2% |
| Participation rate | 39.5% | 54.6%-15.1pp | 69.3%-29.8pp | 62.5%-23.0pp |
| Annual return | 19.46% | 17.58%+1.9pp | 31.81%-12.3pp | 36.46%-17.0pp |
| Employer contribution / active EE | $1,306 | $1,237+5.6% | $2,279-42.7% | $2,529-48.4% |
| Participant deferral / active EE | $1,733 | $2,469-29.8% | $4,048-57.2% | $3,835-54.8% |
| Admin fee / account holder | $3,241 | $1,512+114.3% | $8,703-62.8% | $1,002+223.4% |