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 | $16,896 | $44,984-62.4% | $85,009-80.1% | $74,546-77.3% |
| Participation rate | 69.3% | 49.4%+19.9pp | 67.5%+1.8pp | 67.2%+2.1pp |
| Annual return | 35.62% | 26.25%+9.4pp | 66.47%-30.8pp | 1366.03%-1330.4pp |
| Employer contribution / active EE | $649 | $1,458-55.5% | $2,728-76.2% | $2,624-75.3% |
| Participant deferral / active EE | $2,579 | $2,733-5.7% | $4,522-43.0% | $4,347-40.7% |
| Admin fee / account holder | $3,968 | $2,208+79.7% | $6,153-35.5% | $1,944+104.2% |