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 | $93,803 | $78,607+19.3% | $105,624-11.2% | $74,478+25.9% |
| Participation rate | 69.8% | 72.8%-3.0pp | 75.3%-5.5pp | 67.2%+2.5pp |
| Annual return | 13.62% | 15.96%-2.3pp | 116.20%-102.6pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $1,148 | $2,523-54.5% | $3,168-63.8% | $2,626-56.3% |
| Participant deferral / active EE | $3,028 | $4,325-30.0% | $5,013-39.6% | $4,350-30.4% |
| Admin fee / account holder | $3,055 | $2,220+37.7% | $10,961-72.1% | $1,946+57.0% |