Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $38,580 | $45,109-14.5% | $85,240-54.7% | $77,762-50.4% |
| Participation rate | 30.2% | 48.7%-18.4pp | 67.5%-37.3pp | 70.6%-40.3pp |
| Annual return | 24.57% | 79.55%-55.0pp | 66.75%-42.2pp | 31.27%-6.7pp |
| Employer contribution / active EE | $682 | $1,602-57.4% | $2,735-75.1% | $2,728-75.0% |
| Participant deferral / active EE | $1,428 | $2,814-49.2% | $4,527-68.5% | $4,651-69.3% |
| Admin fee / account holder | $3,408 | $915+272.5% | $6,165-44.7% | $433+687.4% |