Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $57,802 | $80,705-28.4% | $115,768-50.1% | $67,986-15.0% |
| Participation rate | 49.7% | 63.0%-13.3pp | 74.4%-24.7pp | 57.2%-7.5pp |
| Annual return | 15.07% | 18.49%-3.4pp | 100.46%-85.4pp | 31.67%-16.6pp |
| Employer contribution / active EE | $2,620 | $2,046+28.0% | $2,940-10.9% | $2,019+29.8% |
| Participant deferral / active EE | $4,104 | $3,559+15.3% | $4,917-16.5% | $3,358+22.2% |
| Admin fee / account holder | $22,401 | $4,135+441.7% | $12,439+80.1% | $3,203+599.3% |