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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,515 | $47,163-26.8% | $149,696-76.9% | $74,460-53.6% |
| Participation rate | 23.9% | 63.4%-39.5pp | 78.8%-54.9pp | 70.7%-46.9pp |
| Annual return | 15.51% | 22.75%-7.2pp | 134.46%-118.9pp | 34.38%-18.9pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $885 | $2,730-67.6% | $5,682-84.4% | $4,530-80.5% |
| Admin fee / account holder | $2,694 | $343+685.6% | $13,212-79.6% | $348+674.6% |