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 | $34,216 | $62,928-45.6% | $172,752-80.2% | $67,579-49.4% |
| Participation rate | 31.2% | 64.5%-33.3pp | 82.6%-51.5pp | 71.3%-40.1pp |
| Annual return | 1124.35% | 30.36%+1094.0pp | 802.97%+321.4pp | 378.56%+745.8pp |
| Employer contribution / active EE | $610 | $1,636-62.7% | $5,144-88.1% | $2,148-71.6% |
| Participant deferral / active EE | $918 | $2,145-57.2% | $5,198-82.3% | $3,539-74.1% |
| Admin fee / account holder | $5,319 | $167+3092.4% | $13,955-61.9% | $142+3638.6% |