Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,998 | $58,312-86.3% | $86,656-90.8% | $71,529-88.8% |
| Participation rate | 60.7% | 65.0%-4.4pp | 71.7%-11.0pp | 67.9%-7.3pp |
| Annual return | 52.47% | 24.08%+28.4pp | 593.09%-540.6pp | 28.97%+23.5pp |
| Employer contribution / active EE | $1,054 | $2,576-59.1% | $3,025-65.2% | $2,590-59.3% |
| Participant deferral / active EE | $2,352 | $3,439-31.6% | $4,439-47.0% | $4,291-45.2% |
| Admin fee / account holder | $323 | $1,057-69.4% | $5,619-94.2% | $1,588-79.6% |