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 | $24,748 | $65,557-62.3% | $64,085-61.4% | $71,476-65.4% |
| Participation rate | 65.7% | 73.2%-7.4pp | 72.3%-6.6pp | 67.9%-2.2pp |
| Annual return | 17.61% | 18.94%-1.3pp | 33.69%-16.1pp | 28.85%-11.2pp |
| Employer contribution / active EE | $826 | $2,669-69.0% | $2,747-69.9% | $2,589-68.1% |
| Participant deferral / active EE | $2,691 | $3,626-25.8% | $3,881-30.7% | $4,290-37.3% |
| Admin fee / account holder | $1,248 | $616+102.7% | $3,069-59.3% | $1,587-21.4% |