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.
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.)
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 | $131,100 | $79,867+64.1% | $120,344+8.9% | $64,340+103.8% |
| Participation rate | 51.4% | 63.0%-11.5pp | 76.7%-25.3pp | 55.2%-3.8pp |
| Annual return | 16.93% | 21.10%-4.2pp | 20.30%-3.4pp | 24.14%-7.2pp |
| Employer contribution / active EE | $364 | $1,925-81.1% | $3,020-87.9% | $1,862-80.4% |
| Participant deferral / active EE | $3,928 | $3,593+9.3% | $5,135-23.5% | $2,980+31.8% |
| Admin fee / account holder | $4,578 | $5,039-9.1% | $12,742-64.1% | $3,703+23.7% |