Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $85,318 | $45,312+88.3% | $86,233-1.1% | $67,986+25.5% |
| Participation rate | 33.2% | 42.4%-9.2pp | 69.0%-35.8pp | 57.2%-24.0pp |
| Annual return | 16.26% | 24.79%-8.5pp | 61.39%-45.1pp | 31.67%-15.4pp |
| Employer contribution / active EE | $696 | $1,160-40.0% | $2,504-72.2% | $2,019-65.5% |
| Participant deferral / active EE | $2,799 | $2,185+28.1% | $4,559-38.6% | $3,358-16.7% |
| Admin fee / account holder | $11,491 | $3,295+248.8% | $8,342+37.8% | $3,203+258.8% |