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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,522 | $91,710-71.1% | $67,560-60.7% | $77,762-65.9% |
| Participation rate | 41.7% | 76.0%-34.4pp | 72.9%-31.3pp | 70.6%-28.9pp |
| Annual return | 14.91% | 14.88%0pp | 3533.50%-3518.6pp | 31.27%-16.4pp |
| Employer contribution / active EE | $925 | $3,187-71.0% | $2,737-66.2% | $2,728-66.1% |
| Participant deferral / active EE | $1,805 | $3,911-53.8% | $4,004-54.9% | $4,651-61.2% |
| Admin fee / account holder | $2,041 | $245+733.3% | $3,994-48.9% | $433+371.5% |