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 | $36,002+11.1% | $161,489-75.2% | $64,728-38.2% |
| Participation rate | 16.8% | 57.4%-40.7pp | 78.7%-61.9pp | 57.9%-41.1pp |
| Annual return | 15.07% | 33.93%-18.9pp | 89.72%-74.7pp | 49.38%-34.3pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $1,495 | $1,815-17.6% | $5,630-73.4% | $2,729-45.2% |
| Admin fee / account holder | $5,545 | $931+495.9% | $16,006-65.4% | $1,145+384.3% |