Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,291 | $58,312-92.6% | $86,656-95.0% | $71,529-94.0% |
| Participation rate | 56.0% | 65.0%-9.1pp | 71.7%-15.7pp | 67.9%-12.0pp |
| Annual return | 16.28% | 24.08%-7.8pp | 593.09%-576.8pp | 28.97%-12.7pp |
| Employer contribution / active EE | $434 | $2,576-83.1% | $3,025-85.6% | $2,590-83.2% |
| Participant deferral / active EE | $1,053 | $3,439-69.4% | $4,439-76.3% | $4,291-75.5% |
| Admin fee / account holder | $510 | $1,057-51.8% | $5,619-90.9% | $1,588-67.9% |