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 | $100,085 | $56,121+78.3% | $92,985+7.6% | $64,340+55.6% |
| Participation rate | 44.9% | 44.9%0pp | 69.5%-24.6pp | 55.2%-10.4pp |
| Annual return | 16.16% | 19.19%-3.0pp | 27.99%-11.8pp | 24.14%-8.0pp |
| Employer contribution / active EE | $5,846 | $1,351+332.6% | $2,662+119.6% | $1,862+214.0% |
| Participant deferral / active EE | $1,105 | $2,362-53.2% | $4,377-74.7% | $2,980-62.9% |
| Admin fee / account holder | $643 | $6,869-90.6% | $9,463-93.2% | $3,703-82.6% |