Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,444 | $29,051-95.0% | $52,425-97.2% | $67,986-97.9% |
| Participation rate | 62.8% | 30.4%+32.4pp | 55.6%+7.2pp | 57.2%+5.6pp |
| Annual return | 22.45% | 24.00%-1.5pp | 302.12%-279.7pp | 31.67%-9.2pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $749 | $873-14.2% | $1,790-58.2% | $3,358-77.7% |
| Admin fee / account holder | $342 | $2,113-83.8% | $2,495-86.3% | $3,203-89.3% |