Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,990 | $29,507-39.0% | $56,025-67.9% | $77,762-76.9% |
| Participation rate | 12.4% | 32.7%-20.3pp | 52.5%-40.1pp | 70.6%-58.2pp |
| Annual return | 13.12% | 18.90%-5.8pp | 1712.69%-1699.6pp | 31.27%-18.1pp |
| Employer contribution / active EE | $320 | $570-43.8% | $1,042-69.3% | $2,728-88.3% |
| Participant deferral / active EE | $403 | $1,062-62.1% | $1,955-79.4% | $4,651-91.3% |
| Admin fee / account holder | $665 | $1,041-36.1% | $2,828-76.5% | $433+53.5% |