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 | $83,199 | $73,787+12.8% | $98,716-15.7% | $82,448+0.9% |
| Participation rate | 55.7% | 61.4%-5.7pp | 69.3%-13.6pp | 68.1%-12.4pp |
| Annual return | 15.35% | 18.57%-3.2pp | 31.81%-16.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,479 | $1,511+64.1% | $2,279+8.8% | $2,551-2.8% |
| Participant deferral / active EE | $5,926 | $3,081+92.3% | $4,048+46.4% | $4,139+43.2% |
| Admin fee / account holder | $1,571 | $6,500-75.8% | $8,703-81.9% | $7,234-78.3% |