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 | $45,038 | $76,107-40.8% | $96,576-53.4% | $71,495-37.0% |
| Participation rate | 64.1% | 74.4%-10.3pp | 76.0%-11.8pp | 67.9%-3.8pp |
| Annual return | 19.98% | 22.81%-2.8pp | 25.87%-5.9pp | 28.85%-8.9pp |
| Employer contribution / active EE | $1,521 | $2,247-32.3% | $2,965-48.7% | $2,589-41.3% |
| Participant deferral / active EE | $3,834 | $4,218-9.1% | $4,851-21.0% | $4,291-10.7% |
| Admin fee / account holder | $1,264 | $2,708-53.3% | $8,253-84.7% | $1,588-20.4% |