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.)
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 | $22,829 | $63,314-63.9% | $91,004-74.9% | $62,293-63.4% |
| Participation rate | 57.0% | 73.3%-16.4pp | 75.6%-18.6pp | 69.5%-12.6pp |
| Annual return | 105.57% | 21.00%+84.6pp | 4.60%+101.0pp | 28.90%+76.7pp |
| Employer contribution / active EE | $663 | $1,807-63.3% | $2,456-73.0% | $2,042-67.5% |
| Participant deferral / active EE | $1,522 | $2,944-48.3% | $3,548-57.1% | $3,169-52.0% |
| Admin fee / account holder | $543 | $468+16.0% | $5,417-90.0% | $479+13.2% |