Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $38,818 | $76,642-49.4% | $146,866-73.6% | $65,306-40.6% |
| Participation rate | 47.3% | 61.2%-14.0pp | 82.5%-35.2pp | 57.7%-10.4pp |
| Annual return | 17.12% | 33.40%-16.3pp | 102.85%-85.7pp | 21.94%-4.8pp |
| Employer contribution / active EE | $1,729 | $2,621-34.0% | $4,425-60.9% | $1,967-12.1% |
| Participant deferral / active EE | $3,247 | $4,864-33.2% | $7,759-58.1% | $2,959+9.7% |
| Admin fee / account holder | $554 | $3,960-86.0% | $13,620-95.9% | $3,480-84.1% |