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 | $26,420 | $69,771-62.1% | $67,524-60.9% | $74,400-64.5% |
| Participation rate | 59.2% | 71.4%-12.1pp | 72.9%-13.7pp | 67.2%-8.0pp |
| Annual return | 18.26% | -40.49%+58.8pp | 3519.41%-3501.2pp | 1367.51%-1349.3pp |
| Employer contribution / active EE | $925 | $2,710-65.9% | $2,734-66.2% | $2,624-64.7% |
| Participant deferral / active EE | $1,757 | $3,638-51.7% | $4,001-56.1% | $4,348-59.6% |
| Admin fee / account holder | $1,731 | $889+94.6% | $4,001-56.7% | $1,944-11.0% |