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 | $41,401 | $47,105-12.1% | $68,368-39.4% | $67,986-39.1% |
| Participation rate | 65.9% | 51.8%+14.1pp | 73.8%-7.9pp | 57.2%+8.7pp |
| Annual return | 26.54% | 48.37%-21.8pp | 292.57%-266.0pp | 31.67%-5.1pp |
| Employer contribution / active EE | $1,667 | $1,859-10.3% | $2,649-37.1% | $2,019-17.4% |
| Participant deferral / active EE | $4,355 | $2,374+83.4% | $4,123+5.6% | $3,358+29.7% |
| Admin fee / account holder | $2,544 | $2,435+4.5% | $5,150-50.6% | $3,203-20.6% |