Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,756 | $39,948-65.6% | $89,414-84.6% | $73,412-81.3% |
| Participation rate | 38.9% | 50.4%-11.5pp | 68.0%-29.1pp | 72.2%-33.3pp |
| Annual return | 326.24% | 50.12%+276.1pp | 245.50%+80.7pp | 59.30%+266.9pp |
| Employer contribution / active EE | $324 | $1,200-73.0% | $2,586-87.5% | $2,234-85.5% |
| Participant deferral / active EE | $861 | $2,193-60.7% | $3,890-77.9% | $3,806-77.4% |
| Admin fee / account holder | $552 | $134+311.2% | $4,883-88.7% | $158+249.5% |