Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,809 | $59,456-73.4% | $93,669-83.1% | $74,429-78.8% |
| Participation rate | 58.5% | 59.6%-1.2pp | 68.7%-10.3pp | 67.2%-8.7pp |
| Annual return | 16.10% | 82.00%-65.9pp | 133.59%-117.5pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $1,009 | $1,266-20.3% | $2,424-58.4% | $2,625-61.6% |
| Participant deferral / active EE | $2,364 | $3,052-22.6% | $4,416-46.5% | $4,348-45.6% |
| Admin fee / account holder | $1,032 | $3,026-65.9% | $8,291-87.6% | $1,944-46.9% |