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 | $69,063 | $80,705-14.4% | $115,768-40.3% | $67,986+1.6% |
| Participation rate | 50.3% | 63.0%-12.7pp | 74.4%-24.1pp | 57.2%-6.9pp |
| Annual return | 20.10% | 18.49%+1.6pp | 100.46%-80.4pp | 31.67%-11.6pp |
| Employer contribution / active EE | $1,986 | $2,046-3.0% | $2,940-32.4% | $2,019-1.6% |
| Participant deferral / active EE | $4,247 | $3,559+19.3% | $4,917-13.6% | $3,358+26.5% |
| Admin fee / account holder | $15,249 | $4,135+268.8% | $12,439+22.6% | $3,203+376.1% |