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 | $39,992 | $46,464-13.9% | $150,298-73.4% | $79,634-49.8% |
| Participation rate | 16.8% | 57.0%-40.2pp | 77.8%-61.0pp | 62.5%-45.7pp |
| Annual return | 15.07% | 27.89%-12.8pp | 62.79%-47.7pp | 36.46%-21.4pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,495 | $2,157-30.7% | $5,453-72.6% | $3,835-61.0% |
| Admin fee / account holder | $5,545 | $891+522.6% | $14,116-60.7% | $1,002+453.5% |